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 | $216,588 | $138,562+56.3% | $246,525-12.1% | $116,875+85.3% |
| Participation rate | 35.9% | 72.8%-36.9pp | 82.0%-46.1pp | 74.5%-38.6pp |
| Annual return | 10.38% | 16.14%-5.8pp | 0.46%+9.9pp | 16.29%-5.9pp |
| Employer contribution / active EE | $0 | $4,835-100.0% | $7,467-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $6,242 | $4,207+48.4% | $5,422+15.1% | $3,885+60.7% |
| Admin fee / account holder | $19,308 | $18,110+6.6% | $16,551+16.7% | $12,263+57.5% |