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 | $210,534 | $114,381+84.1% | $107,525+95.8% | $142,382+47.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 10.21% | 242.71%-232.5pp | 181.32%-171.1pp | 217.08%-206.9pp |
| Employer contribution / active EE | $571 | $4,015-85.8% | $3,754-84.8% | $4,299-86.7% |
| Participant deferral / active EE | $6,175 | $5,564+11.0% | $5,116+20.7% | $6,507-5.1% |
| Admin fee / account holder | $26,757 | $9,860+171.4% | $8,919+200.0% | $12,624+112.0% |