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 | $106,828 | $71,516+49.4% | $98,439+8.5% | $71,457+49.5% |
| Participation rate | 51.0% | 72.7%-21.7pp | 75.2%-24.2pp | 67.9%-16.9pp |
| Annual return | 13.90% | 32.41%-18.5pp | 21.16%-7.3pp | 28.85%-15.0pp |
| Employer contribution / active EE | $516 | $2,399-78.5% | $3,048-83.1% | $2,588-80.1% |
| Participant deferral / active EE | $1,832 | $4,109-55.4% | $4,738-61.3% | $4,289-57.3% |
| Admin fee / account holder | $6,594 | $1,675+293.7% | $8,948-26.3% | $1,587+315.4% |