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 | $88,958 | $51,045+74.3% | $70,515+26.2% | $71,457+24.5% |
| Participation rate | 29.1% | 59.4%-30.3pp | 68.3%-39.2pp | 67.9%-38.8pp |
| Annual return | 12.46% | 42.63%-30.2pp | 32.77%-20.3pp | 28.85%-16.4pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,436 | $3,026-52.6% | $4,567-68.6% | $4,289-66.5% |
| Admin fee / account holder | $5,006 | $1,994+151.1% | $6,412-21.9% | $1,587+215.4% |