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 | $48,188 | $111,535-56.8% | $105,223-54.2% | $137,256-64.9% |
| Participation rate | 16.7% | 78.1%-61.4pp | 75.0%-58.4pp | 80.0%-63.3pp |
| Annual return | 8.01% | 237.85%-229.8pp | 180.65%-172.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $922 | $3,939-76.6% | $3,689-75.0% | $4,156-77.8% |
| Participant deferral / active EE | $1,153 | $5,500-79.0% | $5,072-77.3% | $6,407-82.0% |
| Admin fee / account holder | $45,851 | $9,721+371.7% | $8,859+417.6% | $12,270+273.7% |