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 | $13,629 | $76,000-82.1% | $154,107-91.2% | $64,186-78.8% |
| Participation rate | 37.3% | 70.4%-33.1pp | 83.0%-45.7pp | 69.6%-32.2pp |
| Annual return | -13.02% | 30.32%-43.3pp | 735.12%-748.1pp | 7.63%-20.7pp |
| Employer contribution / active EE | $321 | $3,351-90.4% | $5,298-93.9% | $2,381-86.5% |
| Participant deferral / active EE | $1,659 | $3,175-47.8% | $5,081-67.4% | $3,470-52.2% |
| Admin fee / account holder | $1,759 | $5,596-68.6% | $13,411-86.9% | $4,888-64.0% |