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 | $122,821 | $68,573+79.1% | $120,368+2.0% | $80,874+51.9% |
| Participation rate | 55.0% | 61.6%-6.6pp | 71.9%-16.9pp | 67.6%-12.6pp |
| Annual return | 8.42% | 23.61%-15.2pp | 107.26%-98.8pp | 35.62%-27.2pp |
| Employer contribution / active EE | $300 | $2,052-85.4% | $3,465-91.3% | $2,756-89.1% |
| Participant deferral / active EE | $2,334 | $3,174-26.5% | $4,991-53.2% | $4,297-45.7% |
| Admin fee / account holder | $2,947 | $5,734-48.6% | $9,429-68.7% | $6,935-57.5% |