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 | $13,285 | $104,907-87.3% | $84,611-84.3% | $152,861-91.3% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 9.19% | 373.79%-364.6pp | 258.74%-249.6pp | 345.32%-336.1pp |
| Employer contribution / active EE | $533 | $3,302-83.9% | $2,652-79.9% | $4,762-88.8% |
| Participant deferral / active EE | $666 | $4,688-85.8% | $3,899-82.9% | $5,850-88.6% |
| Admin fee / account holder | $347 | $6,241-94.4% | $4,912-92.9% | $11,596-97.0% |