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 | $150,583 | $80,717+86.6% | $154,803-2.7% | $84,808+77.6% |
| Participation rate | 38.7% | 66.8%-28.1pp | 78.1%-39.4pp | 68.3%-29.6pp |
| Annual return | 10.13% | 37.96%-27.8pp | 58.88%-48.8pp | 40.90%-30.8pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,417 | $3,303-26.8% | $5,540-56.4% | $4,212-42.6% |
| Admin fee / account holder | $58,118 | $6,746+761.6% | $14,329+305.6% | $7,344+691.4% |