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 | $151,848 | $81,446+86.4% | $103,374+46.9% | $80,874+87.8% |
| Participation rate | 36.9% | 66.9%-29.9pp | 74.5%-37.6pp | 67.6%-30.7pp |
| Annual return | 9.84% | 25.57%-15.7pp | 24.89%-15.0pp | 35.62%-25.8pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,326 | $3,870-14.1% | $5,058-34.2% | $4,297-22.6% |
| Admin fee / account holder | $25,897 | $6,715+285.7% | $8,394+208.5% | $6,935+273.4% |