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 | $31,391 | $150,440-79.1% | $136,294-77.0% | $147,584-78.7% |
| Participation rate | 31.6% | 84.4%-52.8pp | 81.9%-50.3pp | 82.8%-51.2pp |
| Annual return | 8.72% | 1049.08%-1040.4pp | 5155.94%-5147.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $984 | $5,256-81.3% | $4,695-79.1% | $4,876-79.8% |
| Participant deferral / active EE | $1,108 | $6,630-83.3% | $6,247-82.3% | $5,439-79.6% |
| Admin fee / account holder | $5,805 | $10,905-46.8% | $9,243-37.2% | $10,885-46.7% |