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 | $219,754 | $53,516+310.6% | $126,539+73.7% | $84,808+159.1% |
| Participation rate | 5.9% | 58.2%-52.4pp | 69.8%-63.9pp | 68.3%-62.4pp |
| Annual return | 7.37% | 58.34%-51.0pp | 425.95%-418.6pp | 40.90%-33.5pp |
| Employer contribution / active EE | $117 | $1,535-92.4% | $3,674-96.8% | $2,631-95.5% |
| Participant deferral / active EE | $1,055 | $2,671-60.5% | $4,083-74.2% | $4,212-75.0% |
| Admin fee / account holder | $1,709 | $4,497-62.0% | $6,065-71.8% | $7,344-76.7% |