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 | $177,283 | $89,753+97.5% | $107,525+64.9% | $84,808+109.0% |
| Participation rate | 56.0% | 68.1%-12.1pp | 75.1%-19.1pp | 68.3%-12.3pp |
| Annual return | 11.75% | 29.48%-17.7pp | 181.32%-169.6pp | 40.90%-29.1pp |
| Employer contribution / active EE | $505 | $3,113-83.8% | $3,754-86.6% | $2,631-80.8% |
| Participant deferral / active EE | $5,407 | $4,056+33.3% | $5,116+5.7% | $4,212+28.4% |
| Admin fee / account holder | $40,218 | $7,222+456.9% | $8,919+350.9% | $7,344+447.6% |