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 | $139,283 | $93,571+48.9% | $135,903+2.5% | $75,163+85.3% |
| Participation rate | 34.5% | 75.2%-40.7pp | 81.9%-47.4pp | 67.2%-32.7pp |
| Annual return | 12.51% | 30.90%-18.4pp | 68.23%-55.7pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,532 | $6,404+33.2% | $7,758+10.0% | $4,125+106.8% |
| Admin fee / account holder | $50,623 | $6,975+625.7% | $10,762+370.4% | $5,651+795.8% |