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 | $134,327 | $101,883+31.8% | $453,369-70.4% | $85,850+56.5% |
| Participation rate | 40.5% | 72.3%-31.8pp | 78.0%-37.5pp | 69.3%-28.8pp |
| Annual return | 6.61% | 25.38%-18.8pp | 64.40%-57.8pp | 318.53%-311.9pp |
| Employer contribution / active EE | $485 | $2,847-83.0% | $4,070-88.1% | $2,565-81.1% |
| Participant deferral / active EE | $3,823 | $4,782-20.0% | $6,209-38.4% | $3,952-3.3% |
| Admin fee / account holder | $38,964 | $5,706+582.9% | $11,209+247.6% | $6,260+522.4% |