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 | $107,365 | $68,719+56.2% | $91,541+17.3% | $84,808+26.6% |
| Participation rate | 55.9% | 64.5%-8.6pp | 69.8%-13.9pp | 68.3%-12.4pp |
| Annual return | 9.36% | 19.12%-9.8pp | 20.50%-11.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,543 | $3,136-18.9% | $4,008-36.5% | $4,212-39.6% |
| Admin fee / account holder | $558 | $5,786-90.4% | $6,956-92.0% | $7,344-92.4% |