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 | $111,978 | $74,927+49.4% | $101,794+10.0% | $84,808+32.0% |
| Participation rate | 19.5% | 61.4%-41.9pp | 69.2%-49.7pp | 68.3%-48.8pp |
| Annual return | 8.00% | 18.70%-10.7pp | 30.53%-22.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $122 | $1,522-92.0% | $2,289-94.7% | $2,631-95.4% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,239 | $6,514+11.1% | $8,777-17.5% | $7,344-1.4% |