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 | $226,065 | $65,561+244.8% | $91,541+147.0% | $74,304+204.2% |
| Participation rate | 59.1% | 56.6%+2.5pp | 69.8%-10.6pp | 60.3%-1.2pp |
| Annual return | 12.32% | 17.68%-5.4pp | 20.50%-8.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,682 | $2,918+60.5% | $4,008+16.8% | $3,767+24.3% |
| Admin fee / account holder | $4,362 | $3,333+30.9% | $6,956-37.3% | $2,969+46.9% |