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 | $79,138 | $65,246+21.3% | $98,716-19.8% | $67,986+16.4% |
| Participation rate | 30.2% | 51.4%-21.2pp | 69.3%-39.1pp | 57.2%-27.0pp |
| Annual return | 9.42% | 20.58%-11.2pp | 31.81%-22.4pp | 31.67%-22.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,654 | $2,594+2.3% | $4,048-34.4% | $3,358-21.0% |
| Admin fee / account holder | $11,565 | $4,561+153.6% | $8,703+32.9% | $3,203+261.1% |