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 | $13,725 | $58,208-76.4% | $81,812-83.2% | $80,856-83.0% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.3%-72.3pp | 67.6%-67.6pp |
| Annual return | 9.40% | 41.66%-32.3pp | 773.79%-764.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $235 | $2,340-89.9% | $2,912-91.9% | $2,755-91.5% |
| Participant deferral / active EE | $835 | $3,281-74.6% | $4,319-80.7% | $4,296-80.6% |
| Admin fee / account holder | $428 | $4,981-91.4% | $7,386-94.2% | $6,918-93.8% |