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 9-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 | $68,895 | $202,318-65.9% | $172,739-60.1% | $152,861-54.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 11.72% | 1029.65%-1017.9pp | 802.84%-791.1pp | 345.32%-333.6pp |
| Employer contribution / active EE | $735 | $5,856-87.4% | $5,143-85.7% | $4,762-84.6% |
| Participant deferral / active EE | $12,250 | $5,948+106.0% | $5,198+135.7% | $5,850+109.4% |
| Admin fee / account holder | $421 | $17,109-97.5% | $13,954-97.0% | $11,596-96.4% |