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 | $8,836 | $56,053-84.2% | $75,972-88.4% | $80,856-89.1% |
| Participation rate | 30.8% | 62.0%-31.3pp | 69.1%-38.3pp | 67.6%-36.9pp |
| Annual return | 6.70% | 20.53%-13.8pp | 359.55%-352.9pp | 35.59%-28.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $424 | $3,052-86.1% | $4,255-90.0% | $4,296-90.1% |
| Admin fee / account holder | $7,042 | $5,234+34.5% | $6,467+8.9% | $6,918+1.8% |