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 | $11,200 | $39,019-71.3% | $80,716-86.1% | $85,850-87.0% |
| Participation rate | 30.0% | 41.5%-11.5pp | 54.2%-24.2pp | 69.3%-39.3pp |
| Annual return | 7.72% | 26.27%-18.5pp | 87.28%-79.6pp | 318.53%-310.8pp |
| Employer contribution / active EE | $105 | $722-85.5% | $1,160-91.0% | $2,565-95.9% |
| Participant deferral / active EE | $209 | $1,326-84.2% | $2,146-90.2% | $3,952-94.7% |
| Admin fee / account holder | $993 | $2,431-59.2% | $3,380-70.6% | $6,260-84.1% |