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 | $242,577 | $198,466+22.2% | $170,442+42.3% | $147,584+64.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 5.55% | 257.29%-251.7pp | 205.93%-200.4pp | 578.55%-573.0pp |
| Employer contribution / active EE | $1,122 | $6,184-81.9% | $5,433-79.4% | $4,876-77.0% |
| Participant deferral / active EE | $6,433 | $5,629+14.3% | $4,939+30.2% | $5,439+18.3% |
| Admin fee / account holder | $1,877 | $16,852-88.9% | $13,880-86.5% | $10,885-82.8% |