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 | $182,652 | $100,852+81.1% | $90,404+102.0% | $158,922+14.9% |
| Participation rate | 28.6% | 75.0%-46.4pp | 72.7%-44.1pp | 82.0%-53.4pp |
| Annual return | -0.95% | 1724.20%-1725.2pp | 1293.02%-1294.0pp | 302.83%-303.8pp |
| Employer contribution / active EE | $381 | $3,689-89.7% | $3,262-88.3% | $4,761-92.0% |
| Participant deferral / active EE | $558 | $4,348-87.2% | $3,963-85.9% | $5,982-90.7% |
| Admin fee / account holder | $12,055 | $6,501+85.4% | $5,611+114.9% | $11,246+7.2% |