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 | $161,564 | $106,515+51.7% | $96,683+67.1% | $139,434+15.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 8.99% | 38.43%-29.4pp | 35.69%-26.7pp | 372.94%-364.0pp |
| Employer contribution / active EE | $719 | $4,103-82.5% | $3,737-80.8% | $4,751-84.9% |
| Participant deferral / active EE | $6,222 | $5,454+14.1% | $4,878+27.6% | $6,710-7.3% |
| Admin fee / account holder | $1,806 | $7,877-77.1% | $6,730-73.2% | $11,403-84.2% |