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 | $133,001 | $197,591-32.7% | $177,821-25.2% | $158,922-16.3% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 3.91% | 58.76%-54.8pp | 48.32%-44.4pp | 302.83%-298.9pp |
| Employer contribution / active EE | $817 | $6,697-87.8% | $5,918-86.2% | $4,761-82.8% |
| Participant deferral / active EE | $3,937 | $8,405-53.2% | $7,714-49.0% | $5,982-34.2% |
| Admin fee / account holder | $3,812 | $15,399-75.2% | $12,427-69.3% | $11,246-66.1% |