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 | $168,428 | $102,317+64.6% | $146,958+14.6% | $80,856+108.3% |
| Participation rate | 48.6% | 75.8%-27.3pp | 82.2%-33.6pp | 67.6%-19.1pp |
| Annual return | 9.12% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $747 | $3,713-79.9% | $4,933-84.9% | $2,755-72.9% |
| Participant deferral / active EE | $5,576 | $6,644-16.1% | $8,070-30.9% | $4,296+29.8% |
| Admin fee / account holder | $16,122 | $7,941+103.0% | $12,998+24.0% | $6,918+133.0% |