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 | $151,252 | $89,753+68.5% | $107,525+40.7% | $84,808+78.3% |
| Participation rate | 29.5% | 68.1%-38.5pp | 75.1%-45.5pp | 68.3%-38.8pp |
| Annual return | 11.13% | 29.48%-18.4pp | 181.32%-170.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $815 | $3,113-73.8% | $3,754-78.3% | $2,631-69.0% |
| Participant deferral / active EE | $3,610 | $4,056-11.0% | $5,116-29.4% | $4,212-14.3% |
| Admin fee / account holder | $1,963 | $7,222-72.8% | $8,919-78.0% | $7,344-73.3% |