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 8-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 | $29,824 | $29,667+0.5% | $56,441-47.2% | $80,874-63.1% |
| Participation rate | 16.0% | 41.7%-25.7pp | 52.5%-36.5pp | 67.6%-51.6pp |
| Annual return | 9.92% | 35.22%-25.3pp | 1704.21%-1694.3pp | 35.62%-25.7pp |
| Employer contribution / active EE | $162 | $669-75.8% | $1,039-84.4% | $2,756-94.1% |
| Participant deferral / active EE | $186 | $1,227-84.8% | $1,953-90.5% | $4,297-95.7% |
| Admin fee / account holder | $565 | $2,429-76.7% | $2,829-80.0% | $6,935-91.8% |