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 | $133,505 | $135,952-1.8% | $123,892+7.8% | $273,961-51.3% |
| Participation rate | 43.8% | 84.1%-40.3pp | 81.4%-37.7pp | 83.0%-39.3pp |
| Annual return | -14.57% | 56.63%-71.2pp | 47.52%-62.1pp | 41.45%-56.0pp |
| Employer contribution / active EE | $3,452 | $5,170-33.2% | $4,617-25.2% | $4,869-29.1% |
| Participant deferral / active EE | $1,150 | $6,343-81.9% | $5,984-80.8% | $5,287-78.3% |
| Admin fee / account holder | $371 | $9,817-96.2% | $8,357-95.6% | $10,132-96.3% |