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 | $198,819 | $108,825+82.7% | $156,181+27.3% | $82,448+141.1% |
| Participation rate | 60.0% | 72.4%-12.4pp | 78.8%-18.8pp | 68.1%-8.1pp |
| Annual return | 10.57% | 20.59%-10.0pp | 64.87%-54.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $691 | $2,870-75.9% | $4,294-83.9% | $2,551-72.9% |
| Participant deferral / active EE | $4,413 | $4,577-3.6% | $6,132-28.0% | $4,139+6.6% |
| Admin fee / account holder | $14,667 | $9,341+57.0% | $14,586+0.6% | $7,234+102.7% |