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 | $240,734 | $86,944+176.9% | $107,525+123.9% | $74,304+224.0% |
| Participation rate | 33.0% | 59.6%-26.5pp | 75.1%-42.1pp | 60.3%-27.3pp |
| Annual return | 11.26% | 23.52%-12.3pp | 181.32%-170.1pp | 29.43%-18.2pp |
| Employer contribution / active EE | $659 | $2,757-76.1% | $3,754-82.4% | $2,241-70.6% |
| Participant deferral / active EE | $3,185 | $3,554-10.4% | $5,116-37.7% | $3,767-15.5% |
| Admin fee / account holder | $2,181 | $3,727-41.5% | $8,919-75.5% | $2,969-26.5% |