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 | $93,429 | $57,065+63.7% | $75,670+23.5% | $70,131+33.2% |
| Participation rate | 42.6% | 68.1%-25.5pp | 72.3%-29.7pp | 69.5%-26.9pp |
| Annual return | 12.02% | 23.57%-11.5pp | 27.34%-15.3pp | 73.14%-61.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,728 | $2,580-33.0% | $3,142-45.0% | $3,332-48.1% |
| Admin fee / account holder | $702 | $3,825-81.6% | $5,800-87.9% | $4,645-84.9% |