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 9-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 | $195,961 | $176,056+11.3% | $159,436+22.9% | $167,490+17.0% |
| Participation rate | 35.7% | 84.9%-49.2pp | 82.8%-47.1pp | 82.1%-46.4pp |
| Annual return | 5.50% | 331.75%-326.2pp | 263.57%-258.1pp | 478.56%-473.1pp |
| Employer contribution / active EE | $609 | $5,297-88.5% | $4,829-87.4% | $4,837-87.4% |
| Participant deferral / active EE | $4,093 | $7,750-47.2% | $7,352-44.3% | $6,341-35.5% |
| Admin fee / account holder | $10,881 | $12,554-13.3% | $10,799+0.8% | $12,309-11.6% |