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 | $192,398 | $111,754+72.2% | $103,333+86.2% | $145,922+31.9% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.0pp |
| Annual return | 3.58% | 24.77%-21.2pp | 24.88%-21.3pp | 561.29%-557.7pp |
| Employer contribution / active EE | $15 | $4,212-99.6% | $3,868-99.6% | $4,660-99.7% |
| Participant deferral / active EE | $5,878 | $5,619+4.6% | $5,057+16.2% | $6,688-12.1% |
| Admin fee / account holder | $6,953 | $9,750-28.7% | $8,355-16.8% | $13,397-48.1% |