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 10-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 | $201,868 | $179,726+12.3% | $156,263+29.2% | $142,382+41.8% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.9%-36.1pp | 80.1%-37.3pp |
| Annual return | 10.02% | 77.86%-67.8pp | 59.47%-49.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $657 | $5,069-87.0% | $4,333-84.8% | $4,299-84.7% |
| Participant deferral / active EE | $2,412 | $6,956-65.3% | $6,158-60.8% | $6,507-62.9% |
| Admin fee / account holder | $22,941 | $17,272+32.8% | $14,255+60.9% | $12,624+81.7% |