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 | $57,561 | $65,561-12.2% | $86,188-33.2% | $75,163-23.4% |
| Participation rate | 35.3% | 60.5%-25.2pp | 69.0%-33.7pp | 67.2%-31.9pp |
| Annual return | 8.97% | 46.05%-37.1pp | 1168.45%-1159.5pp | 160.62%-151.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $866 | $3,024-71.4% | $3,985-78.3% | $4,125-79.0% |
| Admin fee / account holder | $19,970 | $5,474+264.8% | $6,852+191.5% | $5,651+253.4% |