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 | $33,340 | $65,561-49.1% | $86,188-61.3% | $75,163-55.6% |
| Participation rate | 46.2% | 60.5%-14.3pp | 69.0%-22.8pp | 67.2%-21.0pp |
| Annual return | 10.04% | 46.05%-36.0pp | 1168.45%-1158.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $646 | $1,553-58.4% | $2,380-72.8% | $2,670-75.8% |
| Participant deferral / active EE | $1,156 | $3,024-61.8% | $3,985-71.0% | $4,125-72.0% |
| Admin fee / account holder | $2,561 | $5,474-53.2% | $6,852-62.6% | $5,651-54.7% |