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 | $171,253 | $78,926+117.0% | $136,749+25.2% | $84,808+101.9% |
| Participation rate | 29.6% | 62.2%-32.5pp | 72.1%-42.5pp | 68.3%-38.7pp |
| Annual return | 11.52% | 18.17%-6.7pp | 24.33%-12.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $386 | $2,134-81.9% | $3,400-88.6% | $2,631-85.3% |
| Participant deferral / active EE | $1,311 | $3,168-58.6% | $4,692-72.1% | $4,212-68.9% |
| Admin fee / account holder | $11,194 | $6,369+75.7% | $11,386-1.7% | $7,344+52.4% |