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 | $109,993 | $53,777+104.5% | $134,143-18.0% | $79,858+37.7% |
| Participation rate | 25.7% | 58.8%-33.1pp | 72.2%-46.5pp | 69.6%-43.9pp |
| Annual return | 2.05% | 19.01%-17.0pp | 36.33%-34.3pp | 31.71%-29.7pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,424 | $2,420+0.2% | $3,499-30.7% | $3,740-35.2% |
| Admin fee / account holder | $7,513 | $3,984+88.6% | $6,684+12.4% | $5,306+41.6% |