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 | $149,856 | $214,378-30.1% | $200,582-25.3% | $142,382+5.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 10.18% | 46.41%-36.2pp | 42.33%-32.2pp | 217.08%-206.9pp |
| Employer contribution / active EE | $533 | $6,841-92.2% | $6,419-91.7% | $4,299-87.6% |
| Participant deferral / active EE | $4,697 | $9,865-52.4% | $9,331-49.7% | $6,507-27.8% |
| Admin fee / account holder | $7,354 | $17,692-58.4% | $16,305-54.9% | $12,624-41.7% |