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 | $233,741 | $96,635+141.9% | $86,612+169.9% | $139,434+67.6% |
| Participation rate | 13.0% | 74.4%-61.4pp | 71.7%-58.7pp | 80.3%-67.3pp |
| Annual return | 7.12% | 106.41%-99.3pp | 591.07%-584.0pp | 372.94%-365.8pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,806 | $4,836-62.6% | $4,438-59.3% | $6,710-73.1% |
| Admin fee / account holder | $14,887 | $6,408+132.3% | $5,614+165.2% | $11,403+30.6% |