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 | $103,820 | $57,590+80.3% | $86,233+20.4% | $82,448+25.9% |
| Participation rate | 33.8% | 57.9%-24.0pp | 69.0%-35.2pp | 68.1%-34.2pp |
| Annual return | 13.55% | 22.41%-8.9pp | 61.39%-47.8pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,479 | $3,080-52.0% | $4,559-67.6% | $4,139-64.3% |
| Admin fee / account holder | $15,363 | $4,730+224.8% | $8,342+84.2% | $7,234+112.4% |