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 | $106,386 | $46,722+127.7% | $130,648-18.6% | $65,185+63.2% |
| Participation rate | 14.8% | 60.9%-46.2pp | 71.7%-57.0pp | 70.2%-55.4pp |
| Annual return | 4.84% | 24.17%-19.3pp | 1708.96%-1704.1pp | 29.38%-24.5pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,266 | $2,545-50.2% | $3,603-64.8% | $3,514-64.0% |
| Admin fee / account holder | $1,582 | $453+249.3% | $5,464-71.1% | $847+86.7% |