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 | $9,972 | $81,248-87.7% | $155,509-93.6% | $80,856-87.7% |
| Participation rate | 21.6% | 66.2%-44.6pp | 78.2%-56.6pp | 67.6%-46.0pp |
| Annual return | 9.79% | 33.31%-23.5pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $424 | $3,100-86.3% | $4,672-90.9% | $2,755-84.6% |
| Participant deferral / active EE | $518 | $3,452-85.0% | $5,626-90.8% | $4,296-87.9% |
| Admin fee / account holder | $556 | $7,997-93.1% | $15,912-96.5% | $6,918-92.0% |