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 | $138,417 | $90,745+52.5% | $130,231+6.3% | $75,163+84.2% |
| Participation rate | 34.5% | 71.1%-36.5pp | 76.3%-41.7pp | 67.2%-32.6pp |
| Annual return | 11.63% | 34.45%-22.8pp | 38.77%-27.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $410 | $3,314-87.6% | $4,126-90.1% | $2,670-84.7% |
| Participant deferral / active EE | $3,089 | $5,362-42.4% | $6,799-54.6% | $4,125-25.1% |
| Admin fee / account holder | $1,862 | $6,331-70.6% | $6,020-69.1% | $5,651-67.1% |