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 | $11,204 | $37,426-70.1% | $77,482-85.5% | $79,858-86.0% |
| Participation rate | 23.1% | 41.5%-18.4pp | 54.2%-31.1pp | 69.6%-46.6pp |
| Annual return | 7.70% | 39.70%-32.0pp | 54.79%-47.1pp | 31.71%-24.0pp |
| Employer contribution / active EE | $108 | $637-83.0% | $986-89.0% | $2,471-95.6% |
| Participant deferral / active EE | $256 | $1,260-79.7% | $1,861-86.2% | $3,740-93.2% |
| Admin fee / account holder | $595 | $2,504-76.2% | $2,858-79.2% | $5,306-88.8% |