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 | $138,042 | $81,460+69.5% | $103,333+33.6% | $80,856+70.7% |
| Participation rate | 33.3% | 66.8%-33.5pp | 74.5%-41.2pp | 67.6%-34.3pp |
| Annual return | 7.88% | 25.55%-17.7pp | 24.88%-17.0pp | 35.59%-27.7pp |
| Employer contribution / active EE | $388 | $3,105-87.5% | $3,868-90.0% | $2,755-85.9% |
| Participant deferral / active EE | $4,381 | $3,869+13.2% | $5,057-13.4% | $4,296+2.0% |
| Admin fee / account holder | $85,565 | $6,566+1203.1% | $8,355+924.2% | $6,918+1136.9% |