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 | $95,299 | $53,777+77.2% | $134,143-29.0% | $79,858+19.3% |
| Participation rate | 20.0% | 58.8%-38.8pp | 72.2%-52.2pp | 69.6%-49.6pp |
| Annual return | 7.38% | 19.01%-11.6pp | 36.33%-29.0pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,933 | $2,420-20.1% | $3,499-44.8% | $3,740-48.3% |
| Admin fee / account holder | $6,191 | $3,984+55.4% | $6,684-7.4% | $5,306+16.7% |