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 | $73,604 | $58,828+25.1% | $77,999-5.6% | $62,891+17.0% |
| Participation rate | 33.3% | 71.1%-37.7pp | 75.5%-42.2pp | 69.3%-36.0pp |
| Annual return | -7.77% | 17.16%-24.9pp | 425.96%-433.7pp | 20.14%-27.9pp |
| Employer contribution / active EE | $228 | $1,672-86.4% | $2,470-90.8% | $2,281-90.0% |
| Participant deferral / active EE | $1,781 | $2,686-33.7% | $3,497-49.1% | $3,203-44.4% |
| Admin fee / account holder | $16,419 | $4,393+273.7% | $5,480+199.6% | $4,296+282.2% |