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 | $161,410 | $85,766+88.2% | $136,294+18.4% | $70,131+130.2% |
| Participation rate | 31.0% | 74.2%-43.1pp | 81.9%-50.9pp | 69.5%-38.5pp |
| Annual return | 13.03% | 31.45%-18.4pp | 5155.94%-5142.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $69 | $2,966-97.7% | $4,695-98.5% | $2,342-97.0% |
| Participant deferral / active EE | $2,989 | $5,051-40.8% | $6,247-52.2% | $3,332-10.3% |
| Admin fee / account holder | $40,027 | $5,420+638.4% | $9,243+333.0% | $4,645+761.7% |