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 | $50,211 | $64,324-21.9% | $118,925-57.8% | $79,858-37.1% |
| Participation rate | 55.9% | 64.9%-9.0pp | 75.4%-19.5pp | 69.6%-13.8pp |
| Annual return | 8.63% | 86.45%-77.8pp | 35.88%-27.3pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,346 | $1,836+27.8% | $3,263-28.1% | $2,471-5.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,025 | $4,040+73.9% | $6,581+6.8% | $5,306+32.4% |