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 | $126,088 | $150,440-16.2% | $136,294-7.5% | $147,584-14.6% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 9.53% | 1049.08%-1039.6pp | 5155.94%-5146.4pp | 578.55%-569.0pp |
| Employer contribution / active EE | $595 | $5,256-88.7% | $4,695-87.3% | $4,876-87.8% |
| Participant deferral / active EE | $3,799 | $6,630-42.7% | $6,247-39.2% | $5,439-30.2% |
| Admin fee / account holder | $2,507 | $10,905-77.0% | $9,243-72.9% | $10,885-77.0% |