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 | $15,587 | $97,757-84.1% | $83,848-81.4% | $135,375-88.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -13.30% | 1287.37%-1300.7pp | 850.88%-864.2pp | 519.73%-533.0pp |
| Employer contribution / active EE | $679 | $4,222-83.9% | $3,631-81.3% | $4,779-85.8% |
| Participant deferral / active EE | $2,134 | $4,682-54.4% | $4,082-47.7% | $5,609-62.0% |
| Admin fee / account holder | $1,343 | $6,674-79.9% | $5,478-75.5% | $10,827-87.6% |