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 | $126,672 | $165,984-23.7% | $164,813-23.1% | $145,922-13.2% |
| Participation rate | 47.4% | 82.0%-34.6pp | 78.6%-31.2pp | 80.3%-32.9pp |
| Annual return | 7.19% | 100.03%-92.8pp | 69.93%-62.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $801 | $5,273-84.8% | $4,341-81.5% | $4,660-82.8% |
| Participant deferral / active EE | $2,665 | $6,959-61.7% | $6,031-55.8% | $6,688-60.1% |
| Admin fee / account holder | $9,291 | $16,648-44.2% | $12,690-26.8% | $13,397-30.6% |