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 | $146,251 | $58,523+149.9% | $99,443+47.1% | $72,985+100.4% |
| Participation rate | 51.9% | 64.6%-12.8pp | 73.8%-22.0pp | 69.5%-17.6pp |
| Annual return | 7.84% | 28.51%-20.7pp | 30.72%-22.9pp | 81.00%-73.2pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,008 | $2,606+53.8% | $3,619+10.7% | $3,607+11.1% |
| Admin fee / account holder | $15,051 | $4,102+266.9% | $6,250+140.8% | $5,124+193.7% |