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 | $194,820 | $34,308+467.9% | $74,701+160.8% | $72,985+166.9% |
| Participation rate | 63.3% | 42.4%+20.9pp | 54.5%+8.8pp | 69.5%-6.2pp |
| Annual return | 15.79% | 26.58%-10.8pp | 752.92%-737.1pp | 81.00%-65.2pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,165 | $1,271+149.0% | $1,964+61.2% | $3,607-12.3% |
| Admin fee / account holder | $15,648 | $2,124+636.7% | $3,333+369.5% | $5,124+205.4% |