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 | $198,043 | $98,750+100.6% | $149,696+32.3% | $79,858+148.0% |
| Participation rate | 58.5% | 75.8%-17.3pp | 82.5%-24.0pp | 69.6%-11.1pp |
| Annual return | 11.86% | 27.43%-15.6pp | 276.60%-264.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $397 | $3,216-87.7% | $4,644-91.4% | $2,471-83.9% |
| Participant deferral / active EE | $10,821 | $5,680+90.5% | $6,842+58.2% | $3,740+189.3% |
| Admin fee / account holder | $30,098 | $6,053+397.3% | $9,309+223.3% | $5,306+467.2% |