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 | $132,332 | $59,839+121.1% | $81,983+61.4% | $79,858+65.7% |
| Participation rate | 42.9% | 61.6%-18.8pp | 69.2%-26.4pp | 69.6%-26.8pp |
| Annual return | 9.89% | 17.56%-7.7pp | 41.31%-31.4pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,482 | $2,695-45.0% | $3,722-60.2% | $3,740-60.4% |
| Admin fee / account holder | $9,366 | $4,287+118.5% | $5,664+65.4% | $5,306+76.5% |