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 | $99,254 | $48,570+104.4% | $130,648-24.0% | $72,985+36.0% |
| Participation rate | 59.5% | 58.6%+0.9pp | 71.7%-12.3pp | 69.5%-10.0pp |
| Annual return | 16.11% | 38.63%-22.5pp | 1708.96%-1692.8pp | 81.00%-64.9pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,291 | $2,384+38.1% | $3,603-8.6% | $3,607-8.8% |
| Admin fee / account holder | $5,635 | $3,549+58.8% | $5,464+3.1% | $5,124+10.0% |