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 4-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 | $151,910 | $201,259-24.5% | $184,200-17.5% | $145,959+4.1% |
| Participation rate | 20.0% | 87.5%-67.5pp | 86.8%-66.8pp | 80.3%-60.3pp |
| Annual return | 7.56% | 28.98%-21.4pp | 28.80%-21.2pp | 561.95%-554.4pp |
| Employer contribution / active EE | $1,344 | $7,018-80.8% | $6,424-79.1% | $4,661-71.2% |
| Participant deferral / active EE | $6,100 | $9,806-37.8% | $9,132-33.2% | $6,689-8.8% |
| Admin fee / account holder | $1,218 | $16,372-92.6% | $13,907-91.2% | $13,398-90.9% |