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 | $111,174 | $86,286+28.8% | $111,297-0.1% | $85,850+29.5% |
| Participation rate | 34.7% | 73.3%-38.7pp | 77.3%-42.6pp | 69.3%-34.6pp |
| Annual return | 9.50% | 19.99%-10.5pp | 54.65%-45.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,720 | $3,641-52.8% | $4,487-61.7% | $3,952-56.5% |
| Admin fee / account holder | $14,054 | $8,188+71.6% | $7,964+76.5% | $6,260+124.5% |