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 | $24,167 | $57,281-57.8% | $86,612-72.1% | $75,163-67.8% |
| Participation rate | 28.9% | 63.2%-34.3pp | 71.7%-42.8pp | 67.2%-38.3pp |
| Annual return | 12.91% | 2670.75%-2657.8pp | 591.07%-578.2pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,139 | $2,314-50.8% | $3,022-62.3% | $2,670-57.3% |
| Participant deferral / active EE | $415 | $3,318-87.5% | $4,438-90.7% | $4,125-89.9% |
| Admin fee / account holder | $5,901 | $4,112+43.5% | $5,614+5.1% | $5,651+4.4% |