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 | $101,367 | $65,041+55.9% | $90,951+11.5% | $79,858+26.9% |
| Participation rate | 45.8% | 61.6%-15.8pp | 69.0%-23.2pp | 69.6%-23.8pp |
| Annual return | 5.14% | 30.45%-25.3pp | 134.60%-129.5pp | 31.71%-26.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,794 | $2,512+51.0% | $3,373+12.5% | $3,740+1.4% |
| Admin fee / account holder | $5,257 | $4,536+15.9% | $5,959-11.8% | $5,306-0.9% |