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 | $40,816 | $65,409-37.6% | $98,442-58.5% | $85,850-52.5% |
| Participation rate | 17.5% | 65.0%-47.5pp | 73.3%-55.8pp | 69.3%-51.8pp |
| Annual return | 8.39% | 21.76%-13.4pp | 1492.73%-1484.3pp | 318.53%-310.1pp |
| Employer contribution / active EE | $275 | $2,168-87.3% | $2,960-90.7% | $2,565-89.3% |
| Participant deferral / active EE | $599 | $3,166-81.1% | $4,276-86.0% | $3,952-84.8% |
| Admin fee / account holder | $3,250 | $4,593-29.2% | $5,949-45.4% | $6,260-48.1% |