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 | $128,972 | $63,861+102.0% | $104,607+23.3% | $79,858+61.5% |
| Participation rate | 46.2% | 64.9%-18.8pp | 74.1%-27.9pp | 69.6%-23.5pp |
| Annual return | 3.56% | 21.30%-17.7pp | 340.46%-336.9pp | 31.71%-28.2pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,672 | $2,693+36.3% | $3,740-1.8% | $3,740-1.8% |
| Admin fee / account holder | $46,397 | $4,185+1008.7% | $6,473+616.8% | $5,306+774.4% |