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 | $237,286 | $95,803+147.7% | $113,168+109.7% | $84,808+179.8% |
| Participation rate | 58.1% | 72.9%-14.8pp | 76.6%-18.5pp | 68.3%-10.2pp |
| Annual return | 10.35% | 25.00%-14.7pp | 24.27%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,387 | $4,242+74.1% | $5,107+44.7% | $4,212+75.4% |
| Admin fee / account holder | $35,647 | $8,989+296.6% | $12,068+195.4% | $7,344+385.4% |