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 | $141,427 | $183,963-23.1% | $162,163-12.8% | $152,861-7.5% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.6%-54.2pp | 82.4%-49.1pp |
| Annual return | 7.46% | 150.76%-143.3pp | 115.59%-108.1pp | 345.32%-337.9pp |
| Employer contribution / active EE | $2,586 | $6,371-59.4% | $5,614-53.9% | $4,762-45.7% |
| Participant deferral / active EE | $2,586 | $8,034-67.8% | $7,298-64.6% | $5,850-55.8% |
| Admin fee / account holder | $5,423 | $13,121-58.7% | $10,843-50.0% | $11,596-53.2% |