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 | $15,268 | $102,966-85.2% | $90,281-83.1% | $152,861-90.0% |
| Participation rate | 68.4% | 75.9%-7.4pp | 73.3%-4.8pp | 82.4%-14.0pp |
| Annual return | 5.18% | 95.16%-90.0pp | 78.10%-72.9pp | 345.32%-340.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,269 | $4,281-23.6% | $3,885-15.9% | $5,850-44.1% |
| Admin fee / account holder | $346 | $6,171-94.4% | $5,351-93.5% | $11,596-97.0% |