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 | $217,457 | $95,416+127.9% | $185,823+17.0% | $85,850+153.3% |
| Participation rate | 15.0% | 68.8%-53.8pp | 81.7%-66.7pp | 69.3%-54.3pp |
| Annual return | 10.63% | 23.59%-13.0pp | 122.05%-111.4pp | 318.53%-307.9pp |
| Employer contribution / active EE | $311 | $3,314-90.6% | $5,167-94.0% | $2,565-87.9% |
| Participant deferral / active EE | $1,242 | $3,423-63.7% | $5,568-77.7% | $3,952-68.6% |
| Admin fee / account holder | $4,596 | $7,213-36.3% | $16,237-71.7% | $6,260-26.6% |