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 | $36,115 | $60,323-40.1% | $81,812-55.9% | $74,495-51.5% |
| Participation rate | 44.5% | 62.9%-18.3pp | 72.3%-27.8pp | 67.2%-22.7pp |
| Annual return | 11.24% | 16.90%-5.7pp | 773.79%-762.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,372 | $2,620-47.6% | $2,912-52.9% | $2,623-47.7% |
| Participant deferral / active EE | $550 | $3,387-83.8% | $4,319-87.3% | $4,346-87.4% |
| Admin fee / account holder | $2,972 | $1,486+100.0% | $7,386-59.8% | $1,942+53.1% |