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 5-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 | $89,775 | $159,934-43.9% | $147,005-38.9% | $145,959-38.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.86% | 98.24%-90.4pp | 418.76%-410.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $1,000 | $5,287-81.1% | $4,934-79.7% | $4,661-78.5% |
| Participant deferral / active EE | $7,667 | $8,427-9.0% | $8,070-5.0% | $6,689+14.6% |
| Admin fee / account holder | $37,753 | $15,053+150.8% | $13,006+190.3% | $13,398+181.8% |