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 | $16,078 | $84,233-80.9% | $170,442-90.6% | $70,131-77.1% |
| Participation rate | 61.5% | 70.8%-9.3pp | 83.6%-22.1pp | 69.5%-8.0pp |
| Annual return | 7.33% | 23.06%-15.7pp | 205.93%-198.6pp | 73.14%-65.8pp |
| Employer contribution / active EE | $290 | $3,387-91.4% | $5,433-94.7% | $2,342-87.6% |
| Participant deferral / active EE | $1,161 | $3,086-62.4% | $4,939-76.5% | $3,332-65.2% |
| Admin fee / account holder | $9,177 | $5,698+61.1% | $13,880-33.9% | $4,645+97.6% |