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 | $40,632 | $52,406-22.5% | $129,207-68.6% | $74,495-45.5% |
| Participation rate | 18.5% | 53.8%-35.3pp | 69.6%-51.1pp | 67.2%-48.7pp |
| Annual return | 8.88% | 15.66%-6.8pp | 9417.33%-9408.4pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $378 | $1,531-75.3% | $4,153-90.9% | $2,623-85.6% |
| Participant deferral / active EE | $502 | $2,794-82.0% | $4,168-88.0% | $4,346-88.4% |
| Admin fee / account holder | $15,721 | $2,633+497.1% | $7,715+103.8% | $1,942+709.6% |