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 | $164,293 | $65,561+150.6% | $86,188+90.6% | $75,163+118.6% |
| Participation rate | 65.2% | 60.5%+4.7pp | 69.0%-3.7pp | 67.2%-2.0pp |
| Annual return | 11.98% | 46.05%-34.1pp | 1168.45%-1156.5pp | 160.62%-148.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,083 | $3,024+2.0% | $3,985-22.6% | $4,125-25.3% |
| Admin fee / account holder | $5,568 | $5,474+1.7% | $6,852-18.7% | $5,651-1.5% |