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.
Employer 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 | $13,388 | $77,634-82.8% | $156,549-91.4% | $62,891-78.7% |
| Participation rate | 22.6% | 71.2%-48.6pp | 84.0%-61.4pp | 69.3%-46.7pp |
| Annual return | 0.54% | 50.32%-49.8pp | 32.23%-31.7pp | 20.14%-19.6pp |
| Employer contribution / active EE | $298 | $3,444-91.3% | $5,501-94.6% | $2,281-86.9% |
| Participant deferral / active EE | $1,018 | $3,045-66.6% | $4,871-79.1% | $3,203-68.2% |
| Admin fee / account holder | $1,095 | $5,561-80.3% | $13,027-91.6% | $4,296-74.5% |