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 | $121,288 | $58,694+106.6% | $142,863-15.1% | $85,850+41.3% |
| Participation rate | 38.8% | 58.5%-19.7pp | 71.9%-33.2pp | 69.3%-30.5pp |
| Annual return | 10.67% | 27.72%-17.1pp | 5637.54%-5626.9pp | 318.53%-307.9pp |
| Employer contribution / active EE | $220 | $1,423-84.5% | $4,144-94.7% | $2,565-91.4% |
| Participant deferral / active EE | $1,542 | $2,607-40.8% | $3,837-59.8% | $3,952-61.0% |
| Admin fee / account holder | $553 | $4,239-87.0% | $6,560-91.6% | $6,260-91.2% |