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 | $40,888 | $65,561-37.6% | $86,188-52.6% | $75,163-45.6% |
| Participation rate | 67.6% | 60.5%+7.2pp | 69.0%-1.3pp | 67.2%+0.5pp |
| Annual return | -0.75% | 46.05%-46.8pp | 1168.45%-1169.2pp | 160.62%-161.4pp |
| Employer contribution / active EE | $456 | $1,553-70.6% | $2,380-80.8% | $2,670-82.9% |
| Participant deferral / active EE | $934 | $3,024-69.1% | $3,985-76.6% | $4,125-77.4% |
| Admin fee / account holder | $585 | $5,474-89.3% | $6,852-91.5% | $5,651-89.7% |