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 | $187,181 | $86,929+115.3% | $102,423+82.8% | $80,856+131.5% |
| Participation rate | 53.8% | 72.4%-18.5pp | 76.5%-22.6pp | 67.6%-13.8pp |
| Annual return | 9.81% | 18.88%-9.1pp | 29.32%-19.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $308 | $2,369-87.0% | $3,023-89.8% | $2,755-88.8% |
| Participant deferral / active EE | $3,477 | $4,118-15.6% | $5,053-31.2% | $4,296-19.1% |
| Admin fee / account holder | $54,630 | $8,049+578.7% | $9,451+478.0% | $6,918+689.7% |