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 | $132,929 | $64,348+106.6% | $90,160+47.4% | $70,131+89.5% |
| Participation rate | 51.2% | 70.4%-19.3pp | 76.9%-25.7pp | 69.5%-18.4pp |
| Annual return | -16.68% | 28.13%-44.8pp | 34.88%-51.6pp | 73.14%-89.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,838 | $4,389+10.2% | $5,288-8.5% | $3,332+45.2% |
| Admin fee / account holder | $2,870 | $3,944-27.2% | $5,943-51.7% | $4,645-38.2% |