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 | $68,406 | $74,888-8.7% | $71,209-3.9% | $142,382-52.0% |
| Participation rate | 23.5% | 76.2%-52.7pp | 73.8%-50.2pp | 80.1%-56.6pp |
| Annual return | 11.76% | 345.14%-333.4pp | 282.51%-270.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $415 | $4,454-90.7% | $4,175-90.1% | $6,507-93.6% |
| Admin fee / account holder | $407 | $5,568-92.7% | $5,349-92.4% | $12,624-96.8% |