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 | $139,664 | $65,041+114.7% | $90,951+53.6% | $79,858+74.9% |
| Participation rate | 67.9% | 61.6%+6.3pp | 69.0%-1.2pp | 69.6%-1.8pp |
| Annual return | 9.61% | 30.45%-20.8pp | 134.60%-125.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,937 | $2,512+96.5% | $3,373+46.4% | $3,740+32.0% |
| Admin fee / account holder | $549 | $4,536-87.9% | $5,959-90.8% | $5,306-89.7% |