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 | $170,610 | $105,181+62.2% | $159,436+7.0% | $85,850+98.7% |
| Participation rate | 68.6% | 75.8%-7.1pp | 82.8%-14.2pp | 69.3%-0.7pp |
| Annual return | 12.35% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $627 | $3,318-81.1% | $4,829-87.0% | $2,565-75.5% |
| Participant deferral / active EE | $6,066 | $5,945+2.0% | $7,352-17.5% | $3,952+53.5% |
| Admin fee / account holder | $4,209 | $6,933-39.3% | $10,799-61.0% | $6,260-32.8% |