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 | $100,419 | $71,050+41.3% | $93,606+7.3% | $80,856+24.2% |
| Participation rate | 42.3% | 60.4%-18.1pp | 68.7%-26.4pp | 67.6%-25.3pp |
| Annual return | 8.77% | 11.26%-2.5pp | 133.20%-124.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $286 | $1,564-81.7% | $2,420-88.2% | $2,755-89.6% |
| Participant deferral / active EE | $1,463 | $4,034-63.7% | $4,411-66.8% | $4,296-66.0% |
| Admin fee / account holder | $14,944 | $6,945+115.2% | $8,285+80.4% | $6,918+116.0% |