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 5-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 | $32,761 | $90,348-63.7% | $75,972-56.9% | $145,922-77.5% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.1%-40.5pp | 80.3%-51.7pp |
| Annual return | 6.95% | 620.88%-613.9pp | 359.55%-352.6pp | 561.29%-554.3pp |
| Employer contribution / active EE | $871 | $3,311-73.7% | $2,685-67.5% | $4,660-81.3% |
| Participant deferral / active EE | $1,025 | $5,162-80.2% | $4,255-75.9% | $6,688-84.7% |
| Admin fee / account holder | $16,725 | $8,467+97.5% | $6,467+158.6% | $13,397+24.8% |