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 7-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 | $150,963 | $154,228-2.1% | $145,433+3.8% | $137,256+10.0% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | 7.68% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $274 | $4,804-94.3% | $4,554-94.0% | $4,156-93.4% |
| Participant deferral / active EE | $2,873 | $8,216-65.0% | $7,897-63.6% | $6,407-55.2% |
| Admin fee / account holder | $4,904 | $14,344-65.8% | $13,129-62.6% | $12,270-60.0% |