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 | $125,140 | $78,483+59.4% | $106,201+17.8% | $74,546+67.9% |
| Participation rate | 51.9% | 72.8%-20.9pp | 75.3%-23.4pp | 67.2%-15.3pp |
| Annual return | 10.93% | 15.94%-5.0pp | 116.26%-105.3pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $566 | $2,522-77.6% | $3,170-82.2% | $2,624-78.4% |
| Participant deferral / active EE | $3,297 | $4,320-23.7% | $5,012-34.2% | $4,347-24.2% |
| Admin fee / account holder | $10,912 | $2,236+388.1% | $11,039-1.2% | $1,944+461.5% |