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 | $173,596 | $157,256+10.4% | $141,162+23.0% | $152,861+13.6% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.4%-57.4pp |
| Annual return | 2.27% | 64.32%-62.1pp | 71.39%-69.1pp | 345.32%-343.0pp |
| Employer contribution / active EE | $239 | $5,261-95.5% | $4,735-95.0% | $4,762-95.0% |
| Participant deferral / active EE | $3,225 | $7,109-54.6% | $6,709-51.9% | $5,850-44.9% |
| Admin fee / account holder | $14,219 | $12,120+17.3% | $10,261+38.6% | $11,596+22.6% |