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 | $143,442 | $58,927+143.4% | $76,817+86.7% | $72,985+96.5% |
| Participation rate | 67.5% | 67.3%+0.2pp | 72.1%-4.6pp | 69.5%-2.0pp |
| Annual return | 15.20% | 2305.64%-2290.4pp | 1166.11%-1150.9pp | 81.00%-65.8pp |
| Employer contribution / active EE | $108 | $1,787-93.9% | $2,302-95.3% | $2,440-95.6% |
| Participant deferral / active EE | $2,108 | $2,690-21.7% | $3,336-36.8% | $3,607-41.6% |
| Admin fee / account holder | $24,239 | $4,013+504.0% | $6,420+277.6% | $5,124+373.0% |