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 | $41,603 | $148,534-72.0% | $135,903-69.4% | $139,434-70.2% |
| Participation rate | 41.2% | 83.9%-42.7pp | 81.9%-40.7pp | 80.3%-39.1pp |
| Annual return | 9.77% | 79.19%-69.4pp | 68.23%-58.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,947 | $5,243-62.9% | $4,856-59.9% | $4,751-59.0% |
| Participant deferral / active EE | $2,082 | $8,100-74.3% | $7,758-73.2% | $6,710-69.0% |
| Admin fee / account holder | $76,781 | $12,400+519.2% | $10,762+613.4% | $11,403+573.4% |