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 | $146,550 | $68,346+114.4% | $94,646+54.8% | $75,163+95.0% |
| Participation rate | 61.5% | 76.1%-14.6pp | 80.8%-19.3pp | 67.2%-5.7pp |
| Annual return | 13.19% | 616.93%-603.7pp | 156.71%-143.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,958 | $6,537-54.8% | $7,418-60.1% | $4,125-28.3% |
| Admin fee / account holder | $27,251 | $5,326+411.7% | $7,231+276.9% | $5,651+382.2% |