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 | $39,840 | $70,428-43.4% | $96,562-58.7% | $85,850-53.6% |
| Participation rate | 60.9% | 61.8%-0.9pp | 69.8%-8.9pp | 69.3%-8.4pp |
| Annual return | 8.44% | 18.59%-10.2pp | 37.78%-29.3pp | 318.53%-310.1pp |
| Employer contribution / active EE | $431 | $1,413-69.5% | $2,356-81.7% | $2,565-83.2% |
| Participant deferral / active EE | $1,024 | $2,894-64.6% | $3,849-73.4% | $3,952-74.1% |
| Admin fee / account holder | $2,199 | $4,997-56.0% | $6,181-64.4% | $6,260-64.9% |