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 | $124,657 | $56,277+121.5% | $80,975+53.9% | $62,891+98.2% |
| Participation rate | 47.2% | 69.0%-21.7pp | 75.8%-28.6pp | 69.3%-22.1pp |
| Annual return | 5.37% | 22.12%-16.8pp | 17.10%-11.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,319 | $4,195+26.8% | $5,696-6.6% | $3,203+66.1% |
| Admin fee / account holder | $37,672 | $3,741+907.1% | $5,516+583.0% | $4,296+777.0% |