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 | $46,425 | $65,561-29.2% | $86,188-46.1% | $75,163-38.2% |
| Participation rate | 40.6% | 60.5%-19.9pp | 69.0%-28.3pp | 67.2%-26.6pp |
| Annual return | 8.82% | 46.05%-37.2pp | 1168.45%-1159.6pp | 160.62%-151.8pp |
| Employer contribution / active EE | $519 | $1,553-66.5% | $2,380-78.2% | $2,670-80.5% |
| Participant deferral / active EE | $1,153 | $3,024-61.9% | $3,985-71.1% | $4,125-72.1% |
| Admin fee / account holder | $2,101 | $5,474-61.6% | $6,852-69.3% | $5,651-62.8% |