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 | $159,700 | $177,572-10.1% | $154,803+3.2% | $142,382+12.2% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | 7.62% | 65.07%-57.5pp | 58.88%-51.3pp | 217.08%-209.5pp |
| Employer contribution / active EE | $367 | $4,810-92.4% | $4,305-91.5% | $4,299-91.5% |
| Participant deferral / active EE | $1,874 | $6,272-70.1% | $5,540-66.2% | $6,507-71.2% |
| Admin fee / account holder | $1,936 | $16,786-88.5% | $14,329-86.5% | $12,624-84.7% |