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 | $226,289 | $89,753+152.1% | $107,525+110.5% | $84,808+166.8% |
| Participation rate | 28.9% | 68.1%-39.2pp | 75.1%-46.2pp | 68.3%-39.4pp |
| Annual return | 4.35% | 29.48%-25.1pp | 181.32%-177.0pp | 40.90%-36.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,048 | $4,056+24.5% | $5,116-1.3% | $4,212+19.9% |
| Admin fee / account holder | $3,335 | $7,222-53.8% | $8,919-62.6% | $7,344-54.6% |