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 | $16,126 | $54,350-70.3% | $82,719-80.5% | $68,494-76.5% |
| Participation rate | 64.0% | 63.9%+0.1pp | 72.6%-8.6pp | 67.9%-3.9pp |
| Annual return | -22.27% | -13.67%-8.6pp | 701.18%-723.4pp | -7.84%-14.4pp |
| Employer contribution / active EE | $31 | $2,218-98.6% | $3,009-99.0% | $2,596-98.8% |
| Participant deferral / active EE | $963 | $3,246-70.3% | $4,395-78.1% | $4,027-76.1% |
| Admin fee / account holder | $467 | $4,395-89.4% | $5,329-91.2% | $5,403-91.4% |