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 | $133,202 | $91,407+45.7% | $135,903-2.0% | $71,457+86.4% |
| Participation rate | 58.3% | 75.7%-17.4pp | 81.9%-23.7pp | 67.9%-9.7pp |
| Annual return | 14.60% | 29.90%-15.3pp | 68.23%-53.6pp | 28.85%-14.2pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,842 | $7,092-3.5% | $7,758-11.8% | $4,289+59.5% |
| Admin fee / account holder | $2,084 | $1,266+64.7% | $10,762-80.6% | $1,587+31.3% |