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 | $48,701 | $80,724-39.7% | $103,333-52.9% | $74,495-34.6% |
| Participation rate | 30.7% | 65.7%-35.0pp | 74.5%-43.8pp | 67.2%-36.5pp |
| Annual return | 7.56% | 27.56%-20.0pp | 24.88%-17.3pp | 1364.94%-1357.4pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $707 | $3,860-81.7% | $5,057-86.0% | $4,346-83.7% |
| Admin fee / account holder | $5,228 | $2,368+120.8% | $8,355-37.4% | $1,942+169.3% |