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 | $112,902 | $80,968+39.4% | $96,544+16.9% | $75,163+50.2% |
| Participation rate | 48.6% | 71.8%-23.1pp | 76.0%-27.3pp | 67.2%-18.5pp |
| Annual return | 12.30% | 27.06%-14.8pp | 25.84%-13.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,366 | $3,928+11.1% | $4,851-10.0% | $4,125+5.8% |
| Admin fee / account holder | $22,080 | $6,724+228.4% | $8,252+167.6% | $5,651+290.7% |