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 8-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 | $41,855 | $65,561-36.2% | $86,188-51.4% | $75,163-44.3% |
| Participation rate | 28.3% | 60.5%-32.2pp | 69.0%-40.7pp | 67.2%-38.9pp |
| Annual return | 12.33% | 46.05%-33.7pp | 1168.45%-1156.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $462 | $1,553-70.2% | $2,380-80.6% | $2,670-82.7% |
| Participant deferral / active EE | $952 | $3,024-68.5% | $3,985-76.1% | $4,125-76.9% |
| Admin fee / account holder | $3,689 | $5,474-32.6% | $6,852-46.2% | $5,651-34.7% |