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 | $99,446 | $73,933+34.5% | $96,683+2.9% | $75,163+32.3% |
| Participation rate | 48.3% | 66.4%-18.1pp | 74.3%-26.1pp | 67.2%-18.9pp |
| Annual return | 12.00% | 26.70%-14.7pp | 35.69%-23.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $494 | $2,928-83.1% | $3,737-86.8% | $2,670-81.5% |
| Participant deferral / active EE | $1,520 | $3,659-58.5% | $4,878-68.8% | $4,125-63.1% |
| Admin fee / account holder | $4,386 | $5,216-15.9% | $6,730-34.8% | $5,651-22.4% |