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 | $28,739 | $58,264-50.7% | $86,612-66.8% | $71,457-59.8% |
| Participation rate | 55.1% | 65.0%-9.9pp | 71.7%-16.6pp | 67.9%-12.8pp |
| Annual return | 12.63% | 21.63%-9.0pp | 591.07%-578.4pp | 28.85%-16.2pp |
| Employer contribution / active EE | $487 | $2,574-81.1% | $3,022-83.9% | $2,588-81.2% |
| Participant deferral / active EE | $561 | $3,436-83.7% | $4,438-87.4% | $4,289-86.9% |
| Admin fee / account holder | $2,579 | $1,057+144.0% | $5,614-54.1% | $1,587+62.5% |