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 | $116,719 | $67,606+72.6% | $82,313+41.8% | $70,131+66.4% |
| Participation rate | 63.6% | 72.8%-9.1pp | 76.9%-13.3pp | 69.5%-5.9pp |
| Annual return | 11.40% | 21.57%-10.2pp | 25.88%-14.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,552 | $2,987+152.8% | $3,706+103.8% | $3,332+126.7% |
| Admin fee / account holder | $3,744 | $4,512-17.0% | $5,608-33.2% | $4,645-19.4% |