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 | $167,359 | $138,044+21.2% | $125,339+33.5% | $134,475+24.5% |
| Participation rate | 10.0% | 84.5%-74.5pp | 82.4%-72.4pp | 81.2%-71.2pp |
| Annual return | -20.81% | 750.33%-771.1pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $200 | $7,799-97.4% | $7,446-97.3% | $6,400-96.9% |
| Admin fee / account holder | $3,765 | $11,571-67.5% | $10,010-62.4% | $11,426-67.0% |