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 7-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 | $187,117 | $58,208+221.5% | $81,812+128.7% | $80,856+131.4% |
| Participation rate | 27.9% | 63.4%-35.5pp | 72.3%-44.4pp | 67.6%-39.7pp |
| Annual return | 9.28% | 41.66%-32.4pp | 773.79%-764.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,207 | $3,281+28.2% | $4,319-2.6% | $4,296-2.1% |
| Admin fee / account holder | $6,105 | $4,981+22.6% | $7,386-17.3% | $6,918-11.8% |