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 | $9,743 | $77,899-87.5% | $149,673-93.5% | $75,163-87.0% |
| Participation rate | 45.9% | 65.6%-19.7pp | 78.8%-32.9pp | 67.2%-21.3pp |
| Annual return | 8.30% | 31.72%-23.4pp | 134.42%-126.1pp | 160.62%-152.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $563 | $3,411-83.5% | $5,680-90.1% | $4,125-86.4% |
| Admin fee / account holder | $1,916 | $5,956-67.8% | $13,210-85.5% | $5,651-66.1% |