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 | $64,768 | $88,710-27.0% | $81,783-20.8% | $145,959-55.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.79% | 1027.26%-1020.5pp | 775.05%-768.3pp | 561.95%-555.2pp |
| Employer contribution / active EE | $3,174 | $3,083+2.9% | $2,913+9.0% | $4,661-31.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27,080 | $8,407+222.1% | $7,380+266.9% | $13,398+102.1% |