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 | $142,026 | $51,576+175.4% | $129,207+9.9% | $80,856+75.7% |
| Participation rate | 6.7% | 57.0%-50.3pp | 69.6%-62.9pp | 67.6%-61.0pp |
| Annual return | 6.20% | 20.81%-14.6pp | 9417.33%-9411.1pp | 35.59%-29.4pp |
| Employer contribution / active EE | $83 | $1,584-94.7% | $4,153-98.0% | $2,755-97.0% |
| Participant deferral / active EE | $1,178 | $2,669-55.9% | $4,168-71.7% | $4,296-72.6% |
| Admin fee / account holder | $1,913 | $4,305-55.6% | $7,715-75.2% | $6,918-72.3% |