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 3-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 | $152,413 | $179,726-15.2% | $156,263-2.5% | $142,382+7.0% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.9%-23.4pp | 80.1%-24.6pp |
| Annual return | 7.07% | 77.86%-70.8pp | 59.47%-52.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,055 | $5,069-79.2% | $4,333-75.6% | $4,299-75.5% |
| Participant deferral / active EE | $4,380 | $6,956-37.0% | $6,158-28.9% | $6,507-32.7% |
| Admin fee / account holder | $52,288 | $17,272+202.7% | $14,255+266.8% | $12,624+314.2% |