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 | $31,812 | $202,318-84.3% | $172,739-81.6% | $152,861-79.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 9.61% | 1029.65%-1020.0pp | 802.84%-793.2pp | 345.32%-335.7pp |
| Employer contribution / active EE | $1,078 | $5,856-81.6% | $5,143-79.0% | $4,762-77.4% |
| Participant deferral / active EE | $6,349 | $5,948+6.7% | $5,198+22.1% | $5,850+8.5% |
| Admin fee / account holder | $382 | $17,109-97.8% | $13,954-97.3% | $11,596-96.7% |