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 | $111,204 | $76,050+46.2% | $96,544+15.2% | $71,457+55.6% |
| Participation rate | 40.8% | 74.4%-33.6pp | 76.0%-35.2pp | 67.9%-27.2pp |
| Annual return | 12.70% | 22.81%-10.1pp | 25.84%-13.1pp | 28.85%-16.1pp |
| Employer contribution / active EE | $300 | $2,244-86.7% | $2,965-89.9% | $2,588-88.4% |
| Participant deferral / active EE | $2,840 | $4,215-32.6% | $4,851-41.5% | $4,289-33.8% |
| Admin fee / account holder | $10,689 | $2,707+294.8% | $8,252+29.5% | $1,587+573.4% |