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 | $130,934 | $72,400+80.8% | $67,502+94.0% | $145,922-10.3% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 5.10% | 7182.46%-7177.4pp | 3512.12%-3507.0pp | 561.29%-556.2pp |
| Employer contribution / active EE | $397 | $3,069-87.1% | $2,731-85.4% | $4,660-91.5% |
| Participant deferral / active EE | $497 | $4,783-89.6% | $4,000-87.6% | $6,688-92.6% |
| Admin fee / account holder | $2,441 | $5,539-55.9% | $3,998-38.9% | $13,397-81.8% |