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 | $187,853 | $175,202+7.2% | $149,673+25.5% | $139,434+34.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | -5.92% | 166.71%-172.6pp | 134.42%-140.3pp | 372.94%-378.9pp |
| Employer contribution / active EE | $835 | $5,474-84.8% | $4,818-82.7% | $4,751-82.4% |
| Participant deferral / active EE | $7,315 | $6,519+12.2% | $5,680+28.8% | $6,710+9.0% |
| Admin fee / account holder | $1,859 | $16,150-88.5% | $13,210-85.9% | $11,403-83.7% |