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 | $78,869 | $209,411-62.3% | $178,490-55.8% | $158,922-50.4% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 5.08% | 188.75%-183.7pp | 151.07%-146.0pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,071 | $5,706-81.2% | $5,011-78.6% | $4,761-77.5% |
| Participant deferral / active EE | $2,522 | $5,954-57.6% | $5,202-51.5% | $5,982-57.8% |
| Admin fee / account holder | $37,983 | $17,074+122.5% | $13,984+171.6% | $11,246+237.8% |