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 | $120,952 | $111,535+8.4% | $105,223+14.9% | $137,256-11.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 10.00% | 237.85%-227.9pp | 180.65%-170.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $499 | $3,939-87.3% | $3,689-86.5% | $4,156-88.0% |
| Participant deferral / active EE | $3,853 | $5,500-29.9% | $5,072-24.0% | $6,407-39.9% |
| Admin fee / account holder | $4,307 | $9,721-55.7% | $8,859-51.4% | $12,270-64.9% |