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 | $174,458 | $159,602+9.3% | $150,045+16.3% | $142,382+22.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 4.11% | 70.24%-66.1pp | 62.55%-58.4pp | 217.08%-213.0pp |
| Employer contribution / active EE | $385 | $4,961-92.2% | $4,693-91.8% | $4,299-91.1% |
| Participant deferral / active EE | $9,037 | $8,310+8.7% | $7,997+13.0% | $6,507+38.9% |
| Admin fee / account holder | $352,753 | $14,846+2276.0% | $13,435+2525.7% | $12,624+2694.4% |