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 | $142,658 | $48,335+195.1% | $121,098+17.8% | $71,457+99.6% |
| Participation rate | 16.4% | 54.3%-37.9pp | 69.5%-53.1pp | 67.9%-51.5pp |
| Annual return | 12.64% | 23.32%-10.7pp | 985.75%-973.1pp | 28.85%-16.2pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,843 | $2,754-33.1% | $4,080-54.8% | $4,289-57.0% |
| Admin fee / account holder | $482 | $1,841-73.8% | $5,644-91.5% | $1,587-69.6% |