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 | $186,806 | $95,803+95.0% | $113,168+65.1% | $84,808+120.3% |
| Participation rate | 34.6% | 72.9%-38.2pp | 76.6%-41.9pp | 68.3%-33.7pp |
| Annual return | 10.52% | 25.00%-14.5pp | 24.27%-13.7pp | 40.90%-30.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,387 | $4,242+3.4% | $5,107-14.1% | $4,212+4.2% |
| Admin fee / account holder | $2,241 | $8,989-75.1% | $12,068-81.4% | $7,344-69.5% |