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 | $121,058 | $150,440-19.5% | $136,294-11.2% | $147,584-18.0% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 6.01% | 1049.08%-1043.1pp | 5155.94%-5149.9pp | 578.55%-572.5pp |
| Employer contribution / active EE | $5,555 | $5,256+5.7% | $4,695+18.3% | $4,876+13.9% |
| Participant deferral / active EE | $1,440 | $6,630-78.3% | $6,247-76.9% | $5,439-73.5% |
| Admin fee / account holder | $53,988 | $10,905+395.1% | $9,243+484.1% | $10,885+396.0% |