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 | $88,652 | $79,944+10.9% | $98,439-9.9% | $75,163+17.9% |
| Participation rate | 53.2% | 70.4%-17.2pp | 75.2%-22.0pp | 67.2%-14.0pp |
| Annual return | 12.78% | 19.75%-7.0pp | 21.16%-8.4pp | 160.62%-147.8pp |
| Employer contribution / active EE | $316 | $2,264-86.0% | $3,048-89.6% | $2,670-88.1% |
| Participant deferral / active EE | $1,625 | $3,752-56.7% | $4,738-65.7% | $4,125-60.6% |
| Admin fee / account holder | $23,819 | $6,840+248.2% | $8,948+166.2% | $5,651+321.5% |