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 | $161,767 | $98,750+63.8% | $149,696+8.1% | $79,858+102.6% |
| Participation rate | 67.7% | 75.8%-8.1pp | 82.5%-14.8pp | 69.6%-1.9pp |
| Annual return | 12.34% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $318 | $3,216-90.1% | $4,644-93.2% | $2,471-87.1% |
| Participant deferral / active EE | $8,359 | $5,680+47.2% | $6,842+22.2% | $3,740+123.5% |
| Admin fee / account holder | $9,873 | $6,053+63.1% | $9,309+6.1% | $5,306+86.1% |