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 | $30,912 | $96,635-68.0% | $86,612-64.3% | $139,434-77.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 10.49% | 106.41%-95.9pp | 591.07%-580.6pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,307 | $3,263-29.3% | $3,022-23.7% | $4,751-51.4% |
| Participant deferral / active EE | $138 | $4,836-97.2% | $4,438-96.9% | $6,710-98.0% |
| Admin fee / account holder | $25,845 | $6,408+303.3% | $5,614+360.3% | $11,403+126.7% |