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 | $13,115 | $47,479-72.4% | $62,929-79.2% | $82,448-84.1% |
| Participation rate | 26.9% | 66.9%-39.9pp | 73.1%-46.2pp | 68.1%-41.1pp |
| Annual return | 6.50% | 20.34%-13.8pp | 1063.93%-1057.4pp | 41.64%-35.1pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $245 | $2,870-91.5% | $3,888-93.7% | $4,139-94.1% |
| Admin fee / account holder | $559 | $3,804-85.3% | $5,065-89.0% | $7,234-92.3% |