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 | $84,467 | $48,076+75.7% | $78,689+7.3% | $62,891+34.3% |
| Participation rate | 37.1% | 65.2%-28.1pp | 73.6%-36.5pp | 69.3%-32.2pp |
| Annual return | 4.05% | 31.35%-27.3pp | 62.18%-58.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,495 | $2,588-42.2% | $3,517-57.5% | $3,203-53.3% |
| Admin fee / account holder | $481 | $3,207-85.0% | $4,510-89.3% | $4,296-88.8% |