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 | $122,131 | $81,460+49.9% | $103,333+18.2% | $80,856+51.0% |
| Participation rate | 45.7% | 66.8%-21.2pp | 74.5%-28.9pp | 67.6%-22.0pp |
| Annual return | 9.40% | 25.55%-16.1pp | 24.88%-15.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,798 | $3,869-53.5% | $5,057-64.4% | $4,296-58.1% |
| Admin fee / account holder | $887 | $6,566-86.5% | $8,355-89.4% | $6,918-87.2% |