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 | $9,911 | $81,248-87.8% | $155,509-93.6% | $80,856-87.7% |
| Participation rate | 18.2% | 66.2%-48.0pp | 78.2%-60.0pp | 67.6%-49.5pp |
| Annual return | 7.72% | 33.31%-25.6pp | 64.67%-56.9pp | 35.59%-27.9pp |
| Employer contribution / active EE | $450 | $3,100-85.5% | $4,672-90.4% | $2,755-83.7% |
| Participant deferral / active EE | $870 | $3,452-74.8% | $5,626-84.5% | $4,296-79.7% |
| Admin fee / account holder | $772 | $7,997-90.3% | $15,912-95.1% | $6,918-88.8% |