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.
Participant 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 | $105,469 | $114,047-7.5% | $96,139+9.7% | $167,490-37.0% |
| Participation rate | 20.0% | 75.1%-55.1pp | 68.4%-48.4pp | 82.1%-62.1pp |
| Annual return | 5.01% | 189.88%-184.9pp | 191.94%-186.9pp | 478.56%-473.6pp |
| Employer contribution / active EE | $446 | $3,427-87.0% | $2,797-84.0% | $4,837-90.8% |
| Participant deferral / active EE | $824 | $5,194-84.1% | $4,349-81.0% | $6,341-87.0% |
| Admin fee / account holder | $3,465 | $6,897-49.8% | $5,537-37.4% | $12,309-71.8% |