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 | $44,917 | $65,561-31.5% | $86,188-47.9% | $75,163-40.2% |
| Participation rate | 2.2% | 60.5%-58.3pp | 69.0%-66.8pp | 67.2%-65.0pp |
| Annual return | 10.21% | 46.05%-35.8pp | 1168.45%-1158.2pp | 160.62%-150.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $295 | $3,024-90.2% | $3,985-92.6% | $4,125-92.8% |
| Admin fee / account holder | $1,475 | $5,474-73.1% | $6,852-78.5% | $5,651-73.9% |