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 | $96,586 | $65,561+47.3% | $86,188+12.1% | $75,163+28.5% |
| Participation rate | 21.6% | 60.5%-38.9pp | 69.0%-47.3pp | 67.2%-45.6pp |
| Annual return | 10.16% | 46.05%-35.9pp | 1168.45%-1158.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $135 | $1,553-91.3% | $2,380-94.3% | $2,670-94.9% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,828 | $5,474-30.1% | $6,852-44.1% | $5,651-32.3% |