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 | $8,866 | $48,795-81.8% | $65,493-86.5% | $84,808-89.5% |
| Participation rate | 38.9% | 67.0%-28.1pp | 73.1%-34.2pp | 68.3%-29.4pp |
| Annual return | 3.87% | 20.20%-16.3pp | 982.45%-978.6pp | 40.90%-37.0pp |
| Employer contribution / active EE | $343 | $1,930-82.2% | $2,574-86.7% | $2,631-87.0% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $300 | $3,877-92.3% | $5,028-94.0% | $7,344-95.9% |