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 | $57,722 | $79,013-26.9% | $100,391-42.5% | $74,495-22.5% |
| Participation rate | 33.7% | 79.5%-45.8pp | 81.5%-47.8pp | 67.2%-33.5pp |
| Annual return | 9.88% | 20.41%-10.5pp | 49.20%-39.3pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $959 | $3,021-68.3% | $3,942-75.7% | $2,623-63.4% |
| Participant deferral / active EE | $2,164 | $7,760-72.1% | $8,082-73.2% | $4,346-50.2% |
| Admin fee / account holder | $25,691 | $1,320+1846.4% | $7,899+225.2% | $1,942+1223.1% |