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 | $25,894 | $52,681-50.8% | $75,781-65.8% | $59,632-56.6% |
| Participation rate | 48.8% | 67.2%-18.4pp | 75.8%-27.0pp | 68.7%-19.8pp |
| Annual return | -3.07% | 2.95%-6.0pp | 9.68%-12.7pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $170 | $2,193-92.2% | $3,323-94.9% | $2,203-92.3% |
| Participant deferral / active EE | $972 | $2,591-62.5% | $3,651-73.4% | $3,192-69.6% |
| Admin fee / account holder | $553 | $3,610-84.7% | $5,299-89.6% | $4,297-87.1% |