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 | $165,326 | $93,571+76.7% | $135,903+21.7% | $75,163+120.0% |
| Participation rate | 52.6% | 75.2%-22.5pp | 81.9%-29.3pp | 67.2%-14.6pp |
| Annual return | 14.12% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $261 | $3,537-92.6% | $4,856-94.6% | $2,670-90.2% |
| Participant deferral / active EE | $8,848 | $6,404+38.2% | $7,758+14.1% | $4,125+114.5% |
| Admin fee / account holder | $10,706 | $6,975+53.5% | $10,762-0.5% | $5,651+89.4% |