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 | $25,589 | $43,723-41.5% | $121,196-78.9% | $64,186-60.1% |
| Participation rate | 41.5% | 58.3%-16.9pp | 71.7%-30.3pp | 69.6%-28.1pp |
| Annual return | -8.27% | 68.91%-77.2pp | 16.93%-25.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $35 | $1,296-97.3% | $4,022-99.1% | $2,381-98.5% |
| Participant deferral / active EE | $3,279 | $2,280+43.8% | $3,344-1.9% | $3,470-5.5% |
| Admin fee / account holder | $832 | $3,501-76.2% | $5,019-83.4% | $4,888-83.0% |