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 | $101,703 | $65,365+55.6% | $92,893+9.5% | $72,985+39.3% |
| Participation rate | 23.3% | 68.3%-45.0pp | 76.0%-52.7pp | 69.5%-46.2pp |
| Annual return | 12.68% | 42.10%-29.4pp | 109.41%-96.7pp | 81.00%-68.3pp |
| Employer contribution / active EE | $200 | $2,594-92.3% | $3,653-94.5% | $2,440-91.8% |
| Participant deferral / active EE | $1,641 | $3,128-47.5% | $4,236-61.3% | $3,607-54.5% |
| Admin fee / account holder | $4,657 | $4,251+9.5% | $5,794-19.6% | $5,124-9.1% |