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 | $10,959 | $48,795-77.5% | $65,493-83.3% | $84,808-87.1% |
| Participation rate | 40.6% | 67.0%-26.4pp | 73.1%-32.5pp | 68.3%-27.7pp |
| Annual return | 9.90% | 20.20%-10.3pp | 982.45%-972.5pp | 40.90%-31.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $320 | $2,928-89.1% | $3,961-91.9% | $4,212-92.4% |
| Admin fee / account holder | $706 | $3,877-81.8% | $5,028-86.0% | $7,344-90.4% |