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 | $51,962 | $100,773-48.4% | $88,946-41.6% | $142,382-63.5% |
| Participation rate | 16.7% | 74.3%-57.6pp | 68.8%-52.2pp | 80.1%-63.5pp |
| Annual return | 3.55% | 70.18%-66.6pp | 57.82%-54.3pp | 217.08%-213.5pp |
| Employer contribution / active EE | $87 | $2,918-97.0% | $2,555-96.6% | $4,299-98.0% |
| Participant deferral / active EE | $1,043 | $5,230-80.1% | $4,581-77.2% | $6,507-84.0% |
| Admin fee / account holder | $107,972 | $9,693+1013.9% | $8,261+1207.0% | $12,624+755.3% |