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 | $81,744 | $36,767+122.3% | $81,478+0.3% | $62,292+31.2% |
| Participation rate | 39.0% | 54.4%-15.4pp | 68.0%-28.9pp | 69.5%-30.5pp |
| Annual return | 13.53% | 173.80%-160.3pp | 38.78%-25.3pp | 28.90%-15.4pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,325 | $2,111+10.2% | $3,537-34.3% | $3,169-26.6% |
| Admin fee / account holder | $5,554 | $797+596.7% | $4,561+21.8% | $479+1058.7% |