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 | $164,497 | $86,944+89.2% | $107,525+53.0% | $74,304+121.4% |
| Participation rate | 24.6% | 59.6%-35.0pp | 75.1%-50.5pp | 60.3%-35.8pp |
| Annual return | 13.06% | 23.52%-10.5pp | 181.32%-168.3pp | 29.43%-16.4pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,244 | $3,554-36.9% | $5,116-56.1% | $3,767-40.4% |
| Admin fee / account holder | $11,611 | $3,727+211.6% | $8,919+30.2% | $2,969+291.1% |