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 | $116,484 | $154,228-24.5% | $145,433-19.9% | $137,256-15.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 11.83% | 74.59%-62.8pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $414 | $4,804-91.4% | $4,554-90.9% | $4,156-90.0% |
| Participant deferral / active EE | $2,500 | $8,216-69.6% | $7,897-68.3% | $6,407-61.0% |
| Admin fee / account holder | $2,181 | $14,344-84.8% | $13,129-83.4% | $12,270-82.2% |