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 | $159,764 | $90,348+76.8% | $75,972+110.3% | $145,922+9.5% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.1%-31.6pp | 80.3%-42.8pp |
| Annual return | 7.48% | 620.88%-613.4pp | 359.55%-352.1pp | 561.29%-553.8pp |
| Employer contribution / active EE | $325 | $3,311-90.2% | $2,685-87.9% | $4,660-93.0% |
| Participant deferral / active EE | $1,595 | $5,162-69.1% | $4,255-62.5% | $6,688-76.2% |
| Admin fee / account holder | $167,516 | $8,467+1878.5% | $6,467+2490.4% | $13,397+1150.4% |