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 | $122,504 | $114,381+7.1% | $107,525+13.9% | $142,382-14.0% |
| Participation rate | 37.5% | 78.1%-40.6pp | 75.1%-37.6pp | 80.1%-42.6pp |
| Annual return | 2.69% | 242.71%-240.0pp | 181.32%-178.6pp | 217.08%-214.4pp |
| Employer contribution / active EE | $347 | $4,015-91.4% | $3,754-90.8% | $4,299-91.9% |
| Participant deferral / active EE | $4,520 | $5,564-18.8% | $5,116-11.6% | $6,507-30.5% |
| Admin fee / account holder | $5,590 | $9,860-43.3% | $8,919-37.3% | $12,624-55.7% |