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 | $131,837 | $81,208+62.3% | $98,907+33.3% | $79,858+65.1% |
| Participation rate | 53.9% | 72.5%-18.6pp | 76.0%-22.1pp | 69.6%-15.7pp |
| Annual return | 6.06% | 60.99%-54.9pp | 196.43%-190.4pp | 31.71%-25.7pp |
| Employer contribution / active EE | $243 | $1,960-87.6% | $2,689-91.0% | $2,471-90.2% |
| Participant deferral / active EE | $4,869 | $3,265+49.1% | $4,244+14.7% | $3,740+30.2% |
| Admin fee / account holder | $9,779 | $6,013+62.6% | $6,642+47.2% | $5,306+84.3% |