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 8-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 | $15,154 | $93,024-83.7% | $77,024-80.3% | $134,475-88.7% |
| Participation rate | 44.4% | 74.5%-30.0pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | -23.35% | 62.60%-85.9pp | 42.32%-65.7pp | 417.96%-441.3pp |
| Employer contribution / active EE | $590 | $3,418-82.7% | $2,812-79.0% | $4,740-87.5% |
| Participant deferral / active EE | $590 | $5,238-88.7% | $4,426-86.7% | $6,400-90.8% |
| Admin fee / account holder | $1,096 | $6,944-84.2% | $5,425-79.8% | $11,426-90.4% |