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 | $135,405 | $52,279+159.0% | $89,391+51.5% | $79,858+69.6% |
| Participation rate | 8.3% | 57.5%-49.2pp | 68.0%-59.6pp | 69.6%-61.3pp |
| Annual return | -0.04% | 22.16%-22.2pp | 245.62%-245.7pp | 31.71%-31.8pp |
| Employer contribution / active EE | $167 | $1,572-89.4% | $2,586-93.5% | $2,471-93.2% |
| Participant deferral / active EE | $1,446 | $2,740-47.2% | $3,890-62.8% | $3,740-61.3% |
| Admin fee / account holder | $1,198 | $3,356-64.3% | $4,881-75.5% | $5,306-77.4% |