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 | $112,687 | $63,346+77.9% | $92,233+22.2% | $70,131+60.7% |
| Participation rate | 67.4% | 68.7%-1.3pp | 76.5%-9.1pp | 69.5%-2.2pp |
| Annual return | 11.12% | 530.12%-519.0pp | 176.28%-165.2pp | 73.14%-62.0pp |
| Employer contribution / active EE | $383 | $2,471-84.5% | $3,679-89.6% | $2,342-83.6% |
| Participant deferral / active EE | $1,904 | $2,854-33.3% | $3,897-51.1% | $3,332-42.9% |
| Admin fee / account holder | $31,872 | $3,840+729.9% | $5,194+513.7% | $4,645+586.1% |