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 | $219,565 | $95,803+129.2% | $113,168+94.0% | $84,808+158.9% |
| Participation rate | 54.2% | 72.9%-18.7pp | 76.6%-22.4pp | 68.3%-14.1pp |
| Annual return | 11.35% | 25.00%-13.7pp | 24.27%-12.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $335 | $2,360-85.8% | $2,975-88.7% | $2,631-87.3% |
| Participant deferral / active EE | $3,908 | $4,242-7.9% | $5,107-23.5% | $4,212-7.2% |
| Admin fee / account holder | $13,599 | $8,989+51.3% | $12,068+12.7% | $7,344+85.2% |