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 | $161,727 | $127,065+27.3% | $113,168+42.9% | $142,382+13.6% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 7.84% | 24.03%-16.2pp | 24.27%-16.4pp | 217.08%-209.2pp |
| Employer contribution / active EE | $727 | $3,442-78.9% | $2,975-75.6% | $4,299-83.1% |
| Participant deferral / active EE | $3,758 | $5,716-34.3% | $5,107-26.4% | $6,507-42.3% |
| Admin fee / account holder | $123,513 | $15,736+684.9% | $12,068+923.5% | $12,624+878.4% |