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 | $124,494 | $112,096+11.1% | $95,952+29.7% | $158,922-21.7% |
| Participation rate | 46.7% | 79.0%-32.3pp | 77.1%-30.4pp | 82.0%-35.3pp |
| Annual return | 6.12% | 171.09%-165.0pp | 91.61%-85.5pp | 302.83%-296.7pp |
| Employer contribution / active EE | $226 | $3,198-92.9% | $2,541-91.1% | $4,761-95.3% |
| Participant deferral / active EE | $1,975 | $4,784-58.7% | $4,167-52.6% | $5,982-67.0% |
| Admin fee / account holder | $3,617 | $10,130-64.3% | $6,795-46.8% | $11,246-67.8% |