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 | $8,426 | $35,183-76.1% | $73,545-88.5% | $70,131-88.0% |
| Participation rate | 20.2% | 42.9%-22.7pp | 54.9%-34.7pp | 69.5%-49.3pp |
| Annual return | 11.50% | 26.90%-15.4pp | -15.16%+26.7pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $216 | $1,220-82.3% | $1,806-88.1% | $3,332-93.5% |
| Admin fee / account holder | $547 | $2,302-76.3% | $2,320-76.4% | $4,645-88.2% |