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 | $145,736 | $127,065+14.7% | $113,168+28.8% | $142,382+2.4% |
| Participation rate | 30.4% | 79.2%-48.8pp | 76.6%-46.1pp | 80.1%-49.7pp |
| Annual return | 1.91% | 24.03%-22.1pp | 24.27%-22.4pp | 217.08%-215.2pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,218 | $5,716-43.7% | $5,107-37.0% | $6,507-50.5% |
| Admin fee / account holder | $3,209 | $15,736-79.6% | $12,068-73.4% | $12,624-74.6% |