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 | $198,146 | $148,978+33.0% | $200,582-1.2% | $84,808+133.6% |
| Participation rate | 36.4% | 84.2%-47.9pp | 86.9%-50.5pp | 68.3%-31.9pp |
| Annual return | 12.78% | 28.16%-15.4pp | 42.33%-29.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,368 | $4,815-71.6% | $6,419-78.7% | $2,631-48.0% |
| Participant deferral / active EE | $3,222 | $7,142-54.9% | $9,331-65.5% | $4,212-23.5% |
| Admin fee / account holder | $38,626 | $13,977+176.4% | $16,305+136.9% | $7,344+426.0% |