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 | $151,434 | $49,173+208.0% | $121,098+25.1% | $75,163+101.5% |
| Participation rate | 10.7% | 55.4%-44.7pp | 69.5%-58.8pp | 67.2%-56.5pp |
| Annual return | 7.77% | 55.99%-48.2pp | 985.75%-978.0pp | 160.62%-152.9pp |
| Employer contribution / active EE | $257 | $1,546-83.4% | $4,164-93.8% | $2,670-90.4% |
| Participant deferral / active EE | $1,340 | $2,628-49.0% | $4,080-67.2% | $4,125-67.5% |
| Admin fee / account holder | $8,030 | $3,942+103.7% | $5,644+42.3% | $5,651+42.1% |