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 | $200,581 | $63,703+214.9% | $93,063+115.5% | $82,448+143.3% |
| Participation rate | 21.1% | 63.8%-42.8pp | 72.1%-51.1pp | 68.1%-47.0pp |
| Annual return | 11.18% | -775.43%+786.6pp | 34.15%-23.0pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,336 | $2,919-20.0% | $3,958-41.0% | $4,139-43.6% |
| Admin fee / account holder | $507 | $5,982-91.5% | $6,033-91.6% | $7,234-93.0% |