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 | $72,574 | $90,348-19.7% | $75,972-4.5% | $145,922-50.3% |
| Participation rate | 20.8% | 74.5%-53.6pp | 69.1%-48.2pp | 80.3%-59.4pp |
| Annual return | 7.16% | 620.88%-613.7pp | 359.55%-352.4pp | 561.29%-554.1pp |
| Employer contribution / active EE | $342 | $3,311-89.7% | $2,685-87.3% | $4,660-92.7% |
| Participant deferral / active EE | $1,525 | $5,162-70.5% | $4,255-64.2% | $6,688-77.2% |
| Admin fee / account holder | $108,731 | $8,467+1184.2% | $6,467+1581.4% | $13,397+711.6% |