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 | $185,525 | $118,450+56.6% | $98,439+88.5% | $139,434+33.1% |
| Participation rate | 30.0% | 77.4%-47.4pp | 75.2%-45.2pp | 80.3%-50.3pp |
| Annual return | 4.36% | 18.94%-14.6pp | 21.16%-16.8pp | 372.94%-368.6pp |
| Employer contribution / active EE | $685 | $3,609-81.0% | $3,048-77.5% | $4,751-85.6% |
| Participant deferral / active EE | $1,942 | $5,392-64.0% | $4,738-59.0% | $6,710-71.1% |
| Admin fee / account holder | $3,564 | $14,026-74.6% | $8,948-60.2% | $11,403-68.7% |