See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,938 | $109,881+80.1% | $150,045+31.9% | $84,808+133.4% |
| Participation rate | 53.2% | 76.1%-22.9pp | 82.3%-29.1pp | 68.3%-15.1pp |
| Annual return | 14.08% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $128 | $3,561-96.4% | $4,693-97.3% | $2,631-95.1% |
| Participant deferral / active EE | $7,993 | $6,636+20.4% | $7,997-0.1% | $4,212+89.8% |
| Admin fee / account holder | $25,648 | $8,568+199.3% | $13,435+90.9% | $7,344+249.2% |