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 | $163,675 | $49,922+227.9% | $80,569+103.1% | $75,163+117.8% |
| Participation rate | 35.6% | 55.3%-19.7pp | 67.0%-31.4pp | 67.2%-31.6pp |
| Annual return | 7.66% | 34.69%-27.0pp | 935.43%-927.8pp | 160.62%-153.0pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,105 | $2,990-29.6% | $4,447-52.7% | $4,125-49.0% |
| Admin fee / account holder | $33,633 | $3,577+840.2% | $5,377+525.5% | $5,651+495.2% |