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 8-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 | $230,874 | $159,901+44.4% | $146,958+57.1% | $145,922+58.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 9.46% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $700 | $5,286-86.8% | $4,933-85.8% | $4,660-85.0% |
| Participant deferral / active EE | $15,200 | $8,428+80.3% | $8,070+88.4% | $6,688+127.3% |
| Admin fee / account holder | $1,169 | $15,044-92.2% | $12,998-91.0% | $13,397-91.3% |