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 | $126,870 | $150,440-15.7% | $136,294-6.9% | $147,584-14.0% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 10.39% | 1049.08%-1038.7pp | 5155.94%-5145.5pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,248 | $5,256-76.3% | $4,695-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $1,679 | $6,630-74.7% | $6,247-73.1% | $5,439-69.1% |
| Admin fee / account holder | $4,160 | $10,905-61.9% | $9,243-55.0% | $10,885-61.8% |