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 | $84,557 | $72,396+16.8% | $67,511+25.3% | $145,959-42.1% |
| Participation rate | 35.0% | 76.9%-41.9pp | 72.9%-37.9pp | 80.3%-45.3pp |
| Annual return | 6.38% | 7194.07%-7187.7pp | 3517.41%-3511.0pp | 561.95%-555.6pp |
| Employer contribution / active EE | $196 | $3,071-93.6% | $2,733-92.8% | $4,661-95.8% |
| Participant deferral / active EE | $1,007 | $4,781-78.9% | $4,000-74.8% | $6,689-84.9% |
| Admin fee / account holder | $2,456 | $5,538-55.7% | $3,999-38.6% | $13,398-81.7% |