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 | $220,160 | $60,892+261.6% | $82,389+167.2% | $84,808+159.6% |
| Participation rate | 42.9% | 63.3%-20.4pp | 69.5%-26.7pp | 68.3%-25.5pp |
| Annual return | 12.82% | 37.29%-24.5pp | 28.67%-15.9pp | 40.90%-28.1pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,294 | $3,179-27.8% | $4,155-44.8% | $4,212-45.5% |
| Admin fee / account holder | $5,422 | $5,467-0.8% | $7,231-25.0% | $7,344-26.2% |