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 | $196,362 | $232,540-15.6% | $185,117+6.1% | $147,584+33.1% |
| Participation rate | 61.5% | 82.4%-20.8pp | 77.3%-15.7pp | 82.8%-21.3pp |
| Annual return | 6.43% | 43.03%-36.6pp | 40.50%-34.1pp | 578.55%-572.1pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,372 | $5,834-25.1% | $5,045-13.3% | $5,439-19.6% |
| Admin fee / account holder | $448 | $10,275-95.6% | $8,159-94.5% | $10,885-95.9% |