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 4-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 | $113,329 | $111,535+1.6% | $105,223+7.7% | $137,256-17.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 10.32% | 237.85%-227.5pp | 180.65%-170.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $496 | $3,939-87.4% | $3,689-86.6% | $4,156-88.1% |
| Participant deferral / active EE | $2,267 | $5,500-58.8% | $5,072-55.3% | $6,407-64.6% |
| Admin fee / account holder | $2,901 | $9,721-70.2% | $8,859-67.3% | $12,270-76.4% |