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 | $93,563 | $89,355+4.7% | $141,162-33.7% | $72,985+28.2% |
| Participation rate | 48.4% | 75.1%-26.7pp | 82.5%-34.1pp | 69.5%-21.1pp |
| Annual return | 18.84% | 111.85%-93.0pp | 71.39%-52.5pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,721 | $5,418+5.6% | $6,709-14.7% | $3,607+58.6% |
| Admin fee / account holder | $17,486 | $5,958+193.5% | $10,261+70.4% | $5,124+241.2% |