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 | $71,613 | $150,440-52.4% | $136,294-47.5% | $147,584-51.5% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 6.36% | 1049.08%-1042.7pp | 5155.94%-5149.6pp | 578.55%-572.2pp |
| Employer contribution / active EE | $5,753 | $5,256+9.5% | $4,695+22.5% | $4,876+18.0% |
| Participant deferral / active EE | $1,795 | $6,630-72.9% | $6,247-71.3% | $5,439-67.0% |
| Admin fee / account holder | $3,940 | $10,905-63.9% | $9,243-57.4% | $10,885-63.8% |