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 | $152,147 | $197,591-23.0% | $177,821-14.4% | $158,922-4.3% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 5.64% | 58.76%-53.1pp | 48.32%-42.7pp | 302.83%-297.2pp |
| Employer contribution / active EE | $2,745 | $6,697-59.0% | $5,918-53.6% | $4,761-42.3% |
| Participant deferral / active EE | $2,745 | $8,405-67.3% | $7,714-64.4% | $5,982-54.1% |
| Admin fee / account holder | $6,072 | $15,399-60.6% | $12,427-51.1% | $11,246-46.0% |