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 9-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 | $171,616 | $109,881+56.2% | $150,045+14.4% | $84,808+102.4% |
| Participation rate | 46.7% | 76.1%-29.4pp | 82.3%-35.7pp | 68.3%-21.6pp |
| Annual return | 12.47% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.4pp |
| Employer contribution / active EE | $696 | $3,561-80.5% | $4,693-85.2% | $2,631-73.5% |
| Participant deferral / active EE | $4,289 | $6,636-35.4% | $7,997-46.4% | $4,212+1.8% |
| Admin fee / account holder | $50,966 | $8,568+494.8% | $13,435+279.4% | $7,344+594.0% |