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 | $82,242 | $77,899+5.6% | $149,673-45.1% | $75,163+9.4% |
| Participation rate | 44.6% | 65.6%-21.0pp | 78.8%-34.2pp | 67.2%-22.6pp |
| Annual return | 9.57% | 31.72%-22.1pp | 134.42%-124.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,876 | $3,411+13.6% | $5,680-31.8% | $4,125-6.0% |
| Admin fee / account holder | $473 | $5,956-92.1% | $13,210-96.4% | $5,651-91.6% |