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 | $152,697 | $138,044+10.6% | $125,339+21.8% | $134,475+13.6% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -22.29% | 750.33%-772.6pp | 572.05%-594.3pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,085 | $5,243-79.3% | $4,814-77.5% | $4,740-77.1% |
| Participant deferral / active EE | $2,030 | $7,799-74.0% | $7,446-72.7% | $6,400-68.3% |
| Admin fee / account holder | $4,663 | $11,571-59.7% | $10,010-53.4% | $11,426-59.2% |