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 | $27,320 | $54,705-50.1% | $71,209-61.6% | $84,808-67.8% |
| Participation rate | 16.3% | 64.1%-47.7pp | 73.8%-57.4pp | 68.3%-52.0pp |
| Annual return | 12.78% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $136 | $2,158-93.7% | $2,721-95.0% | $2,631-94.8% |
| Participant deferral / active EE | $568 | $3,030-81.3% | $4,175-86.4% | $4,212-86.5% |
| Admin fee / account holder | $1,062 | $4,863-78.2% | $5,349-80.1% | $7,344-85.5% |