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 5-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 | $138,936 | $102,317+35.8% | $146,958-5.5% | $80,856+71.8% |
| Participation rate | 6.3% | 75.8%-69.5pp | 82.2%-75.8pp | 67.6%-61.3pp |
| Annual return | 0.46% | 134.76%-134.3pp | 418.34%-417.9pp | 35.59%-35.1pp |
| Employer contribution / active EE | $1,567 | $3,713-57.8% | $4,933-68.2% | $2,755-43.1% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,502 | $7,941-81.1% | $12,998-88.4% | $6,918-78.3% |