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 7-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 | $109,342 | $93,571+16.9% | $135,903-19.5% | $75,163+45.5% |
| Participation rate | 29.3% | 75.2%-45.9pp | 81.9%-52.6pp | 67.2%-37.9pp |
| Annual return | 11.73% | 30.90%-19.2pp | 68.23%-56.5pp | 160.62%-148.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,565 | $6,404-59.9% | $7,758-66.9% | $4,125-37.8% |
| Admin fee / account holder | $11,061 | $6,975+58.6% | $10,762+2.8% | $5,651+95.7% |