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 | $20,376 | $60,124-66.1% | $90,404-77.5% | $79,858-74.5% |
| Participation rate | 52.0% | 65.0%-13.0pp | 72.7%-20.7pp | 69.6%-17.6pp |
| Annual return | 3.83% | 71.94%-68.1pp | 1293.02%-1289.2pp | 31.71%-27.9pp |
| Employer contribution / active EE | $838 | $2,068-59.5% | $3,262-74.3% | $2,471-66.1% |
| Participant deferral / active EE | $374 | $2,938-87.3% | $3,963-90.6% | $3,740-90.0% |
| Admin fee / account holder | $17,844 | $3,976+348.7% | $5,611+218.0% | $5,306+236.3% |