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 | $98,555 | $100,754-2.2% | $86,677+13.7% | $134,475-26.7% |
| Participation rate | 25.0% | 78.9%-53.9pp | 76.6%-51.6pp | 81.2%-56.2pp |
| Annual return | -24.96% | 29.04%-54.0pp | 35.91%-60.9pp | 417.96%-442.9pp |
| Employer contribution / active EE | $3,091 | $3,489-11.4% | $2,836+9.0% | $4,740-34.8% |
| Participant deferral / active EE | $1,483 | $5,338-72.2% | $4,656-68.2% | $6,400-76.8% |
| Admin fee / account holder | $16,227 | $10,926+48.5% | $7,493+116.6% | $11,426+42.0% |