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 | $107,590 | $60,892+76.7% | $82,389+30.6% | $84,808+26.9% |
| Participation rate | 54.4% | 63.3%-8.9pp | 69.5%-15.2pp | 68.3%-13.9pp |
| Annual return | 12.27% | 37.29%-25.0pp | 28.67%-16.4pp | 40.90%-28.6pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,885 | $3,179-9.2% | $4,155-30.6% | $4,212-31.5% |
| Admin fee / account holder | $14,494 | $5,467+165.1% | $7,231+100.4% | $7,344+97.4% |