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 | $115,869 | $65,365+77.3% | $92,893+24.7% | $72,985+58.8% |
| Participation rate | 29.7% | 68.3%-38.6pp | 76.0%-46.3pp | 69.5%-39.8pp |
| Annual return | 0.72% | 42.10%-41.4pp | 109.41%-108.7pp | 81.00%-80.3pp |
| Employer contribution / active EE | $448 | $2,594-82.7% | $3,653-87.7% | $2,440-81.6% |
| Participant deferral / active EE | $1,824 | $3,128-41.7% | $4,236-56.9% | $3,607-49.4% |
| Admin fee / account holder | $744 | $4,251-82.5% | $5,794-87.2% | $5,124-85.5% |