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 | $13,544 | $76,000-82.2% | $154,107-91.2% | $64,186-78.9% |
| Participation rate | 48.6% | 70.4%-21.8pp | 83.0%-34.4pp | 69.6%-20.9pp |
| Annual return | -8.08% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $154 | $3,351-95.4% | $5,298-97.1% | $2,381-93.5% |
| Participant deferral / active EE | $1,091 | $3,175-65.6% | $5,081-78.5% | $3,470-68.5% |
| Admin fee / account holder | $368 | $5,596-93.4% | $13,411-97.3% | $4,888-92.5% |