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 | $84,108 | $80,812+4.1% | $160,784-47.7% | $82,448+2.0% |
| Participation rate | 21.6% | 66.2%-44.6pp | 77.0%-55.3pp | 68.1%-46.4pp |
| Annual return | 12.65% | 100.59%-87.9pp | 1803.92%-1791.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $740 | $4,335-82.9% | $6,293-88.2% | $4,139-82.1% |
| Admin fee / account holder | $846 | $7,695-89.0% | $9,717-91.3% | $7,234-88.3% |