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 | $100,875 | $24,733+307.9% | $69,647+44.8% | $74,495+35.4% |
| Participation rate | 33.6% | 63.5%-29.9pp | 66.5%-32.8pp | 67.2%-33.6pp |
| Annual return | 11.16% | 18.55%-7.4pp | 100.48%-89.3pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $250 | $1,001-75.0% | $1,712-85.4% | $2,623-90.5% |
| Participant deferral / active EE | $1,987 | $1,901+4.5% | $2,886-31.1% | $4,346-54.3% |
| Admin fee / account holder | $18,272 | $1,892+866.0% | $4,713+287.7% | $1,942+841.0% |