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 | $85,932 | $27,839+208.7% | $58,482+46.9% | $71,457+20.3% |
| Participation rate | 15.6% | 34.5%-18.9pp | 50.9%-35.2pp | 67.9%-52.3pp |
| Annual return | 12.46% | 26.81%-14.3pp | 4239.32%-4226.9pp | 28.85%-16.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $470 | $1,206-61.1% | $1,924-75.6% | $4,289-89.0% |
| Admin fee / account holder | $5,051 | $1,641+207.9% | $2,516+100.8% | $1,587+218.2% |