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 | $141,562 | $48,046+194.6% | $84,611+67.3% | $72,985+94.0% |
| Participation rate | 43.9% | 57.6%-13.6pp | 68.2%-24.3pp | 69.5%-25.5pp |
| Annual return | 14.07% | 37.38%-23.3pp | 258.74%-244.7pp | 81.00%-66.9pp |
| Employer contribution / active EE | $46 | $1,602-97.1% | $2,652-98.3% | $2,440-98.1% |
| Participant deferral / active EE | $2,953 | $2,680+10.2% | $3,899-24.3% | $3,607-18.1% |
| Admin fee / account holder | $13,045 | $3,395+284.3% | $4,912+165.6% | $5,124+154.6% |