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 | $125,988 | $95,803+31.5% | $113,168+11.3% | $84,808+48.6% |
| Participation rate | 44.4% | 72.9%-28.4pp | 76.6%-32.1pp | 68.3%-23.9pp |
| Annual return | 9.32% | 25.00%-15.7pp | 24.27%-15.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $446 | $2,360-81.1% | $2,975-85.0% | $2,631-83.1% |
| Participant deferral / active EE | $3,481 | $4,242-17.9% | $5,107-31.8% | $4,212-17.3% |
| Admin fee / account holder | $3,398 | $8,989-62.2% | $12,068-71.8% | $7,344-53.7% |