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 | $146,827 | $101,724+44.3% | $164,813-10.9% | $80,856+81.6% |
| Participation rate | 41.7% | 71.8%-30.2pp | 78.6%-36.9pp | 67.6%-26.0pp |
| Annual return | 9.72% | 16.72%-7.0pp | 69.93%-60.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $808 | $2,953-72.6% | $4,341-81.4% | $2,755-70.7% |
| Participant deferral / active EE | $3,020 | $4,477-32.6% | $6,031-49.9% | $4,296-29.7% |
| Admin fee / account holder | $13,244 | $8,227+61.0% | $12,690+4.4% | $6,918+91.4% |