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 | $204,973 | $127,386+60.9% | $115,037+78.2% | $125,391+63.5% |
| Participation rate | 44.4% | 84.2%-39.7pp | 81.4%-36.9pp | 83.2%-38.7pp |
| Annual return | -3.49% | 31.28%-34.8pp | 26.14%-29.6pp | 282.22%-285.7pp |
| Employer contribution / active EE | $807 | $5,166-84.4% | $4,608-82.5% | $4,866-83.4% |
| Participant deferral / active EE | $4,900 | $6,423-23.7% | $6,026-18.7% | $5,352-8.4% |
| Admin fee / account holder | $70,734 | $9,516+643.3% | $8,175+765.2% | $9,540+641.4% |