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 | $162,669 | $105,181+54.7% | $159,436+2.0% | $85,850+89.5% |
| Participation rate | 51.1% | 75.8%-24.7pp | 82.8%-31.7pp | 69.3%-18.2pp |
| Annual return | 9.75% | 45.07%-35.3pp | 263.57%-253.8pp | 318.53%-308.8pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,472 | $5,945-41.6% | $7,352-52.8% | $3,952-12.1% |
| Admin fee / account holder | $16,001 | $6,933+130.8% | $10,799+48.2% | $6,260+155.6% |