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 | $119,708 | $89,753+33.4% | $107,525+11.3% | $84,808+41.2% |
| Participation rate | 55.2% | 68.1%-12.9pp | 75.1%-19.9pp | 68.3%-13.1pp |
| Annual return | 11.88% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,093 | $4,056+25.6% | $5,116-0.4% | $4,212+20.9% |
| Admin fee / account holder | $4,270 | $7,222-40.9% | $8,919-52.1% | $7,344-41.9% |