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 | $123,274 | $57,065+116.0% | $75,670+62.9% | $70,131+75.8% |
| Participation rate | 37.5% | 68.1%-30.6pp | 72.3%-34.8pp | 69.5%-32.0pp |
| Annual return | 8.09% | 23.57%-15.5pp | 27.34%-19.2pp | 73.14%-65.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,902 | $2,580-26.3% | $3,142-39.5% | $3,332-42.9% |
| Admin fee / account holder | $40,155 | $3,825+949.8% | $5,800+592.4% | $4,645+764.4% |