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 | $225,636 | $77,145+192.5% | $108,410+108.1% | $85,850+162.8% |
| Participation rate | 56.8% | 74.7%-17.9pp | 80.1%-23.4pp | 69.3%-12.6pp |
| Annual return | 10.76% | 44.54%-33.8pp | 905.27%-894.5pp | 318.53%-307.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,360 | $5,566+32.2% | $6,563+12.2% | $3,952+86.3% |
| Admin fee / account holder | $12,731 | $5,172+146.2% | $7,295+74.5% | $6,260+103.4% |