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 | $103,760 | $74,927+38.5% | $101,794+1.9% | $84,808+22.3% |
| Participation rate | 32.7% | 61.4%-28.7pp | 69.2%-36.5pp | 68.3%-35.6pp |
| Annual return | 10.56% | 18.70%-8.1pp | 30.53%-20.0pp | 40.90%-30.3pp |
| Employer contribution / active EE | $314 | $1,522-79.4% | $2,289-86.3% | $2,631-88.1% |
| Participant deferral / active EE | $1,661 | $3,099-46.4% | $4,084-59.3% | $4,212-60.6% |
| Admin fee / account holder | $27,633 | $6,514+324.2% | $8,777+214.8% | $7,344+276.3% |