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 | $79,742 | $54,541+46.2% | $78,778+1.2% | $70,131+13.7% |
| Participation rate | 28.0% | 60.8%-32.8pp | 69.2%-41.2pp | 69.5%-41.5pp |
| Annual return | 8.02% | 21.07%-13.1pp | 35.62%-27.6pp | 73.14%-65.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,540 | $2,210-30.3% | $2,958-48.0% | $3,332-53.8% |
| Admin fee / account holder | $14,226 | $3,709+283.6% | $5,134+177.1% | $4,645+206.2% |