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 | $74,958 | $202,318-63.0% | $172,739-56.6% | $152,861-51.0% |
| Participation rate | 43.8% | 87.1%-43.3pp | 82.6%-38.9pp | 82.4%-38.7pp |
| Annual return | 6.10% | 1029.65%-1023.6pp | 802.84%-796.7pp | 345.32%-339.2pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $445 | $5,948-92.5% | $5,198-91.4% | $5,850-92.4% |
| Admin fee / account holder | $6,376 | $17,109-62.7% | $13,954-54.3% | $11,596-45.0% |