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 | $82,721 | $202,318-59.1% | $172,739-52.1% | $152,861-45.9% |
| Participation rate | 47.1% | 87.1%-40.0pp | 82.6%-35.6pp | 82.4%-35.4pp |
| Annual return | 10.38% | 1029.65%-1019.3pp | 802.84%-792.5pp | 345.32%-334.9pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,468 | $5,948-41.7% | $5,198-33.3% | $5,850-40.7% |
| Admin fee / account holder | $179,787 | $17,109+950.8% | $13,954+1188.4% | $11,596+1450.4% |