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 | $30,041 | $70,756-57.5% | $65,493-54.1% | $142,382-78.9% |
| Participation rate | 22.7% | 77.4%-54.7pp | 73.1%-50.4pp | 80.1%-57.4pp |
| Annual return | 10.96% | 1754.89%-1743.9pp | 982.45%-971.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $247 | $2,881-91.4% | $2,574-90.4% | $4,299-94.3% |
| Participant deferral / active EE | $461 | $4,637-90.1% | $3,961-88.4% | $6,507-92.9% |
| Admin fee / account holder | $2,007 | $6,559-69.4% | $5,028-60.1% | $12,624-84.1% |