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 | $105,173 | $63,346+66.0% | $92,233+14.0% | $70,131+50.0% |
| Participation rate | 54.3% | 68.7%-14.4pp | 76.5%-22.2pp | 69.5%-15.3pp |
| Annual return | 10.76% | 530.12%-519.4pp | 176.28%-165.5pp | 73.14%-62.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,393 | $2,854+18.9% | $3,897-12.9% | $3,332+1.8% |
| Admin fee / account holder | $29,725 | $3,840+674.0% | $5,194+472.3% | $4,645+539.9% |