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 | $198,419 | $157,256+26.2% | $141,162+40.6% | $152,861+29.8% |
| Participation rate | 29.4% | 84.8%-55.4pp | 82.5%-53.1pp | 82.4%-53.0pp |
| Annual return | 13.36% | 64.32%-51.0pp | 71.39%-58.0pp | 345.32%-332.0pp |
| Employer contribution / active EE | $745 | $5,261-85.8% | $4,735-84.3% | $4,762-84.4% |
| Participant deferral / active EE | $3,106 | $7,109-56.3% | $6,709-53.7% | $5,850-46.9% |
| Admin fee / account holder | $1,468 | $12,120-87.9% | $10,261-85.7% | $11,596-87.3% |