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 | $61,743 | $198,466-68.9% | $170,442-63.8% | $147,584-58.2% |
| Participation rate | 10.5% | 88.0%-77.4pp | 83.6%-73.1pp | 82.8%-72.3pp |
| Annual return | -32.56% | 257.29%-289.9pp | 205.93%-238.5pp | 578.55%-611.1pp |
| Employer contribution / active EE | $1,529 | $6,184-75.3% | $5,433-71.9% | $4,876-68.6% |
| Participant deferral / active EE | $1,603 | $5,629-71.5% | $4,939-67.5% | $5,439-70.5% |
| Admin fee / account holder | $1,203 | $16,852-92.9% | $13,880-91.3% | $10,885-88.9% |