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 | $220,512 | $64,480+242.0% | $81,382+171.0% | $80,856+172.7% |
| Participation rate | 55.7% | 63.9%-8.2pp | 69.5%-13.8pp | 67.6%-11.9pp |
| Annual return | 9.65% | 16.34%-6.7pp | 24.73%-15.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,787 | $3,094+22.4% | $3,883-2.5% | $4,296-11.8% |
| Admin fee / account holder | $33,237 | $5,671+486.1% | $5,768+476.2% | $6,918+380.4% |