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 | $246,214 | $198,466+24.1% | $170,442+44.5% | $147,584+66.8% |
| Participation rate | 27.3% | 88.0%-60.7pp | 83.6%-56.3pp | 82.8%-55.6pp |
| Annual return | 2.73% | 257.29%-254.6pp | 205.93%-203.2pp | 578.55%-575.8pp |
| Employer contribution / active EE | $602 | $6,184-90.3% | $5,433-88.9% | $4,876-87.7% |
| Participant deferral / active EE | $3,801 | $5,629-32.5% | $4,939-23.1% | $5,439-30.1% |
| Admin fee / account holder | $2,091 | $16,852-87.6% | $13,880-84.9% | $10,885-80.8% |