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 | $133,399 | $111,754+19.4% | $103,333+29.1% | $145,922-8.6% |
| Participation rate | 52.2% | 77.9%-25.8pp | 74.5%-22.3pp | 80.3%-28.1pp |
| Annual return | 8.71% | 24.77%-16.1pp | 24.88%-16.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $422 | $4,212-90.0% | $3,868-89.1% | $4,660-90.9% |
| Participant deferral / active EE | $2,814 | $5,619-49.9% | $5,057-44.4% | $6,688-57.9% |
| Admin fee / account holder | $7,190 | $9,750-26.3% | $8,355-13.9% | $13,397-46.3% |