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 9-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 | $98,360 | $157,256-37.5% | $141,162-30.3% | $152,861-35.7% |
| Participation rate | 23.5% | 84.8%-61.3pp | 82.5%-58.9pp | 82.4%-58.9pp |
| Annual return | 11.31% | 64.32%-53.0pp | 71.39%-60.1pp | 345.32%-334.0pp |
| Employer contribution / active EE | $782 | $5,261-85.1% | $4,735-83.5% | $4,762-83.6% |
| Participant deferral / active EE | $3,322 | $7,109-53.3% | $6,709-50.5% | $5,850-43.2% |
| Admin fee / account holder | $980 | $12,120-91.9% | $10,261-90.4% | $11,596-91.5% |