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 | $21,952 | $57,281-61.7% | $86,612-74.7% | $75,163-70.8% |
| Participation rate | 48.1% | 63.2%-15.1pp | 71.7%-23.6pp | 67.2%-19.1pp |
| Annual return | 10.63% | 2670.75%-2660.1pp | 591.07%-580.4pp | 160.62%-150.0pp |
| Employer contribution / active EE | $776 | $2,314-66.5% | $3,022-74.3% | $2,670-70.9% |
| Participant deferral / active EE | $510 | $3,318-84.6% | $4,438-88.5% | $4,125-87.6% |
| Admin fee / account holder | $874 | $4,112-78.7% | $5,614-84.4% | $5,651-84.5% |