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 | $102,159 | $74,927+36.3% | $101,794+0.4% | $84,808+20.5% |
| Participation rate | 35.5% | 61.4%-25.9pp | 69.2%-33.7pp | 68.3%-32.8pp |
| Annual return | 8.87% | 18.70%-9.8pp | 30.53%-21.7pp | 40.90%-32.0pp |
| Employer contribution / active EE | $93 | $1,522-93.9% | $2,289-96.0% | $2,631-96.5% |
| Participant deferral / active EE | $3,294 | $3,099+6.3% | $4,084-19.3% | $4,212-21.8% |
| Admin fee / account holder | $29,429 | $6,514+351.8% | $8,777+235.3% | $7,344+300.7% |