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 9-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 | $90,558 | $70,669+28.1% | $169,368-46.5% | $75,163+20.5% |
| Participation rate | 59.5% | 64.8%-5.3pp | 77.1%-17.6pp | 67.2%-7.7pp |
| Annual return | 10.10% | 36.36%-26.3pp | 405.60%-395.5pp | 160.62%-150.5pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,325 | $4,311+0.3% | $6,221-30.5% | $4,125+4.9% |
| Admin fee / account holder | $2,909 | $5,402-46.1% | $9,003-67.7% | $5,651-48.5% |