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 | $238,666 | $214,378+11.3% | $200,582+19.0% | $142,382+67.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 6.84% | 46.41%-39.6pp | 42.33%-35.5pp | 217.08%-210.2pp |
| Employer contribution / active EE | $1,346 | $6,841-80.3% | $6,419-79.0% | $4,299-68.7% |
| Participant deferral / active EE | $20,659 | $9,865+109.4% | $9,331+121.4% | $6,507+217.5% |
| Admin fee / account holder | $2,523 | $17,692-85.7% | $16,305-84.5% | $12,624-80.0% |