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 | $52,974 | $73,397-27.8% | $178,014-70.2% | $74,546-28.9% |
| Participation rate | 35.8% | 66.6%-30.8pp | 77.1%-41.3pp | 67.2%-31.4pp |
| Annual return | 7.64% | 17.49%-9.9pp | 294.80%-287.2pp | 1366.03%-1358.4pp |
| Employer contribution / active EE | $624 | $2,217-71.9% | $3,950-84.2% | $2,624-76.2% |
| Participant deferral / active EE | $1,017 | $4,512-77.5% | $6,276-83.8% | $4,347-76.6% |
| Admin fee / account holder | $4,591 | $1,809+153.8% | $10,362-55.7% | $1,944+136.2% |