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 | $233,723 | $89,753+160.4% | $107,525+117.4% | $84,808+175.6% |
| Participation rate | 48.5% | 68.1%-19.6pp | 75.1%-26.6pp | 68.3%-19.9pp |
| Annual return | 12.83% | 29.48%-16.7pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $501 | $3,113-83.9% | $3,754-86.7% | $2,631-81.0% |
| Participant deferral / active EE | $2,003 | $4,056-50.6% | $5,116-60.8% | $4,212-52.4% |
| Admin fee / account holder | $4,844 | $7,222-32.9% | $8,919-45.7% | $7,344-34.0% |