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 | $74,720 | $202,432-63.1% | $169,368-55.9% | $139,434-46.4% |
| Participation rate | 38.5% | 81.1%-42.6pp | 77.1%-38.7pp | 80.3%-41.9pp |
| Annual return | 7.79% | 531.74%-523.9pp | 405.60%-397.8pp | 372.94%-365.2pp |
| Employer contribution / active EE | $624 | $4,692-86.7% | $4,013-84.4% | $4,751-86.9% |
| Participant deferral / active EE | $1,010 | $6,938-85.4% | $6,221-83.8% | $6,710-84.9% |
| Admin fee / account holder | $37,813 | $10,708+253.1% | $9,003+320.0% | $11,403+231.6% |