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 | $150,583 | $76,407+97.1% | $150,298+0.2% | $82,448+82.6% |
| Participation rate | 38.7% | 66.4%-27.7pp | 77.8%-39.1pp | 68.1%-29.4pp |
| Annual return | 10.13% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,417 | $3,214-24.8% | $5,453-55.7% | $4,139-41.6% |
| Admin fee / account holder | $58,118 | $6,352+815.0% | $14,116+311.7% | $7,234+703.4% |