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 | $205,957 | $176,056+17.0% | $159,436+29.2% | $167,490+23.0% |
| Participation rate | 16.7% | 84.9%-68.3pp | 82.8%-66.2pp | 82.1%-65.4pp |
| Annual return | 5.26% | 331.75%-326.5pp | 263.57%-258.3pp | 478.56%-473.3pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,940 | $7,750-62.1% | $7,352-60.0% | $6,341-53.6% |
| Admin fee / account holder | $250,909 | $12,554+1898.6% | $10,799+2223.5% | $12,309+1938.4% |