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 | $25,717 | $108,919-76.4% | $100,391-74.4% | $145,922-82.4% |
| Participation rate | 46.7% | 82.9%-36.3pp | 81.5%-34.8pp | 80.3%-33.6pp |
| Annual return | 6.95% | 57.88%-50.9pp | 49.20%-42.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $467 | $4,419-89.4% | $3,942-88.2% | $4,660-90.0% |
| Participant deferral / active EE | $75 | $8,445-99.1% | $8,082-99.1% | $6,688-98.9% |
| Admin fee / account holder | $7,883 | $9,689-18.6% | $7,899-0.2% | $13,397-41.2% |