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 | $157,905 | $114,381+38.1% | $107,525+46.9% | $142,382+10.9% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.1%-39.4pp | 80.1%-44.4pp |
| Annual return | 11.07% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $168 | $4,015-95.8% | $3,754-95.5% | $4,299-96.1% |
| Participant deferral / active EE | $1,682 | $5,564-69.8% | $5,116-67.1% | $6,507-74.1% |
| Admin fee / account holder | $20,280 | $9,860+105.7% | $8,919+127.4% | $12,624+60.6% |