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 | $100,574 | $209,832-52.1% | $189,513-46.9% | $167,490-40.0% |
| Participation rate | 26.1% | 88.7%-62.6pp | 87.8%-61.7pp | 82.1%-56.0pp |
| Annual return | 8.82% | 748.27%-739.5pp | 555.15%-546.3pp | 478.56%-469.7pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,220 | $8,935-86.3% | $8,221-85.2% | $6,341-80.8% |
| Admin fee / account holder | $3,049 | $14,293-78.7% | $12,045-74.7% | $12,309-75.2% |