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 | $146,940 | $83,477+76.0% | $125,175+17.4% | $72,985+101.3% |
| Participation rate | 27.3% | 73.3%-46.0pp | 79.8%-52.5pp | 69.5%-42.2pp |
| Annual return | 13.85% | 25.78%-11.9pp | 43.79%-29.9pp | 81.00%-67.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,089 | $3,585-41.7% | $4,937-57.7% | $3,607-42.1% |
| Admin fee / account holder | $32,159 | $5,517+482.9% | $9,702+231.5% | $5,124+527.6% |