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 | $36,566 | $65,409-44.1% | $98,442-62.9% | $85,850-57.4% |
| Participation rate | 26.5% | 65.0%-38.5pp | 73.3%-46.9pp | 69.3%-42.8pp |
| Annual return | 7.97% | 21.76%-13.8pp | 1492.73%-1484.8pp | 318.53%-310.6pp |
| Employer contribution / active EE | $484 | $2,168-77.7% | $2,960-83.6% | $2,565-81.1% |
| Participant deferral / active EE | $821 | $3,166-74.1% | $4,276-80.8% | $3,952-79.2% |
| Admin fee / account holder | $43,483 | $4,593+846.8% | $5,949+630.9% | $6,260+594.6% |