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 4-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 | $98,955 | $73,787+34.1% | $98,716+0.2% | $82,448+20.0% |
| Participation rate | 29.6% | 61.4%-31.8pp | 69.3%-39.7pp | 68.1%-38.4pp |
| Annual return | 11.01% | 18.57%-7.6pp | 31.81%-20.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $171 | $1,511-88.7% | $2,279-92.5% | $2,551-93.3% |
| Participant deferral / active EE | $1,291 | $3,081-58.1% | $4,048-68.1% | $4,139-68.8% |
| Admin fee / account holder | $29,106 | $6,500+347.8% | $8,703+234.4% | $7,234+302.3% |