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 9-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 | $30,281 | $27,915+8.5% | $58,482-48.2% | $75,163-59.7% |
| Participation rate | 6.1% | 38.8%-32.8pp | 50.9%-44.8pp | 67.2%-61.1pp |
| Annual return | 11.51% | 44.20%-32.7pp | 4239.32%-4227.8pp | 160.62%-149.1pp |
| Employer contribution / active EE | $240 | $669-64.2% | $1,053-77.3% | $2,670-91.0% |
| Participant deferral / active EE | $129 | $1,201-89.2% | $1,924-93.3% | $4,125-96.9% |
| Admin fee / account holder | $45,145 | $1,726+2516.1% | $2,516+1694.3% | $5,651+698.9% |