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 | $201,585 | $76,552+163.3% | $123,892+62.7% | $62,891+220.5% |
| Participation rate | 41.5% | 73.0%-31.5pp | 81.4%-39.9pp | 69.3%-27.8pp |
| Annual return | 5.24% | 18.68%-13.4pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $228 | $2,883-92.1% | $4,617-95.1% | $2,281-90.0% |
| Participant deferral / active EE | $2,437 | $4,840-49.6% | $5,984-59.3% | $3,203-23.9% |
| Admin fee / account holder | $733 | $4,826-84.8% | $8,357-91.2% | $4,296-82.9% |