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 | $113,482 | $109,881+3.3% | $150,045-24.4% | $84,808+33.8% |
| Participation rate | 66.2% | 76.1%-9.9pp | 82.3%-16.1pp | 68.3%-2.1pp |
| Annual return | 13.07% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,304 | $6,636+25.1% | $7,997+3.8% | $4,212+97.2% |
| Admin fee / account holder | $37,560 | $8,568+338.4% | $13,435+179.6% | $7,344+411.5% |