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 | $181,735 | $83,902+116.6% | $167,512+8.5% | $84,808+114.3% |
| Participation rate | 43.8% | 66.5%-22.7pp | 77.1%-33.3pp | 68.3%-24.6pp |
| Annual return | 11.79% | 91.55%-79.8pp | 1615.79%-1604.0pp | 40.90%-29.1pp |
| Employer contribution / active EE | $257 | $2,264-88.6% | $3,882-93.4% | $2,631-90.2% |
| Participant deferral / active EE | $3,028 | $4,442-31.8% | $6,405-52.7% | $4,212-28.1% |
| Admin fee / account holder | $49,181 | $7,915+521.4% | $9,769+403.4% | $7,344+569.7% |