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 | $116,133 | $100,852+15.2% | $90,404+28.5% | $158,922-26.9% |
| Participation rate | 10.0% | 75.0%-65.0pp | 72.7%-62.7pp | 82.0%-72.0pp |
| Annual return | 3.59% | 1724.20%-1720.6pp | 1293.02%-1289.4pp | 302.83%-299.2pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,560 | $4,348-64.1% | $3,963-60.6% | $5,982-73.9% |
| Admin fee / account holder | $11,668 | $6,501+79.5% | $5,611+108.0% | $11,246+3.8% |