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 | $121,318 | $79,944+51.8% | $98,439+23.2% | $75,163+61.4% |
| Participation rate | 57.3% | 70.4%-13.1pp | 75.2%-17.9pp | 67.2%-9.9pp |
| Annual return | -0.08% | 19.75%-19.8pp | 21.16%-21.2pp | 160.62%-160.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,496 | $3,752+19.8% | $4,738-5.1% | $4,125+9.0% |
| Admin fee / account holder | $524 | $6,840-92.3% | $8,948-94.1% | $5,651-90.7% |