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 | $121,372 | $30,400+299.3% | $53,898+125.2% | $84,808+43.1% |
| Participation rate | 49.0% | 46.4%+2.5pp | 55.0%-6.0pp | 68.3%-19.3pp |
| Annual return | 9.32% | 500.19%-490.9pp | 528.60%-519.3pp | 40.90%-31.6pp |
| Employer contribution / active EE | $16 | $603-97.3% | $932-98.2% | $2,631-99.4% |
| Participant deferral / active EE | $1,137 | $1,199-5.1% | $1,826-37.7% | $4,212-73.0% |
| Admin fee / account holder | $18,153 | $1,993+810.7% | $2,491+628.8% | $7,344+147.2% |