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 | $146,582 | $100,773+45.5% | $88,946+64.8% | $142,382+2.9% |
| Participation rate | 11.1% | 74.3%-63.2pp | 68.8%-57.7pp | 80.1%-69.0pp |
| Annual return | 8.58% | 70.18%-61.6pp | 57.82%-49.2pp | 217.08%-208.5pp |
| Employer contribution / active EE | $121 | $2,918-95.9% | $2,555-95.3% | $4,299-97.2% |
| Participant deferral / active EE | $1,236 | $5,230-76.4% | $4,581-73.0% | $6,507-81.0% |
| Admin fee / account holder | $1,900 | $9,693-80.4% | $8,261-77.0% | $12,624-85.0% |