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 | $49,762 | $47,479+4.8% | $62,929-20.9% | $82,448-39.6% |
| Participation rate | 13.3% | 66.9%-53.5pp | 73.1%-59.8pp | 68.1%-54.7pp |
| Annual return | 8.98% | 20.34%-11.4pp | 1063.93%-1054.9pp | 41.64%-32.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $716 | $2,870-75.1% | $3,888-81.6% | $4,139-82.7% |
| Admin fee / account holder | $2,224 | $3,804-41.5% | $5,065-56.1% | $7,234-69.3% |