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 | $28,769 | $180,449-84.1% | $154,107-81.3% | $135,375-78.7% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -9.31% | 888.09%-897.4pp | 735.12%-744.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $8,442 | $6,035+39.9% | $5,298+59.4% | $4,779+76.7% |
| Participant deferral / active EE | $147 | $5,806-97.5% | $5,081-97.1% | $5,609-97.4% |
| Admin fee / account holder | $535 | $16,143-96.7% | $13,411-96.0% | $10,827-95.1% |