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 | $147,030 | $78,422+87.5% | $95,952+53.2% | $79,858+84.1% |
| Participation rate | 51.2% | 73.5%-22.3pp | 77.1%-25.9pp | 69.6%-18.4pp |
| Annual return | 6.58% | 19.37%-12.8pp | 91.61%-85.0pp | 31.71%-25.1pp |
| Employer contribution / active EE | $286 | $1,945-85.3% | $2,541-88.7% | $2,471-88.4% |
| Participant deferral / active EE | $2,227 | $3,440-35.3% | $4,167-46.6% | $3,740-40.5% |
| Admin fee / account holder | $8,674 | $5,622+54.3% | $6,795+27.6% | $5,306+63.5% |