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 | $138,753 | $87,841+58.0% | $133,980+3.6% | $62,891+120.6% |
| Participation rate | 45.7% | 83.4%-37.7pp | 87.1%-41.4pp | 69.3%-23.6pp |
| Annual return | 4.51% | 12.05%-7.5pp | 29.30%-24.8pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,278 | $4,812-52.7% | $6,282-63.7% | $3,203-28.9% |
| Admin fee / account holder | $610 | $5,371-88.6% | $9,324-93.5% | $4,296-85.8% |