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 | $9,385 | $48,230-80.5% | $67,502-86.1% | $80,856-88.4% |
| Participation rate | 46.7% | 66.4%-19.7pp | 72.9%-26.2pp | 67.6%-21.0pp |
| Annual return | 9.68% | 18.28%-8.6pp | 3512.12%-3502.4pp | 35.59%-25.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $285 | $2,924-90.3% | $4,000-92.9% | $4,296-93.4% |
| Admin fee / account holder | $320 | $3,681-91.3% | $3,998-92.0% | $6,918-95.4% |