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 | $173,250 | $106,584+62.5% | $101,326+71.0% | $142,382+21.7% |
| Participation rate | 45.5% | 82.7%-37.2pp | 81.5%-36.0pp | 80.1%-34.7pp |
| Annual return | 11.25% | 36.93%-25.7pp | 36.82%-25.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,059 | $8,297-63.1% | $7,994-61.7% | $6,507-53.0% |
| Admin fee / account holder | $1,205 | $11,446-89.5% | $11,185-89.2% | $12,624-90.5% |