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 | $136,870 | $102,317+33.8% | $146,958-6.9% | $80,856+69.3% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.2%-23.5pp | 67.6%-9.0pp |
| Annual return | 11.28% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $648 | $3,713-82.6% | $4,933-86.9% | $2,755-76.5% |
| Participant deferral / active EE | $3,608 | $6,644-45.7% | $8,070-55.3% | $4,296-16.0% |
| Admin fee / account holder | $16,238 | $7,941+104.5% | $12,998+24.9% | $6,918+134.7% |