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 | $148,826 | $60,124+147.5% | $90,404+64.6% | $79,858+86.4% |
| Participation rate | 52.0% | 65.0%-13.0pp | 72.7%-20.7pp | 69.6%-17.6pp |
| Annual return | 7.61% | 71.94%-64.3pp | 1293.02%-1285.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,523 | $2,938+88.0% | $3,963+39.4% | $3,740+47.7% |
| Admin fee / account holder | $10,096 | $3,976+153.9% | $5,611+79.9% | $5,306+90.3% |