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 7-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 | $17,133 | $88,751-80.7% | $81,812-79.1% | $145,922-88.3% |
| Participation rate | 27.8% | 75.0%-47.3pp | 72.3%-44.6pp | 80.3%-52.5pp |
| Annual return | 9.19% | 1025.40%-1016.2pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $432 | $3,083-86.0% | $2,912-85.2% | $4,660-90.7% |
| Participant deferral / active EE | $626 | $4,643-86.5% | $4,319-85.5% | $6,688-90.6% |
| Admin fee / account holder | $8,872 | $8,415+5.4% | $7,386+20.1% | $13,397-33.8% |