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 | $140,053 | $89,753+56.0% | $107,525+30.3% | $84,808+65.1% |
| Participation rate | 45.5% | 68.1%-22.6pp | 75.1%-29.6pp | 68.3%-22.9pp |
| Annual return | 12.54% | 29.48%-16.9pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $783 | $3,113-74.9% | $3,754-79.2% | $2,631-70.3% |
| Participant deferral / active EE | $3,373 | $4,056-16.8% | $5,116-34.1% | $4,212-19.9% |
| Admin fee / account holder | $7,053 | $7,222-2.3% | $8,919-20.9% | $7,344-4.0% |