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 | $21,525 | $85,790-74.9% | $67,313-68.0% | $135,375-84.1% |
| Participation rate | 47.8% | 76.5%-28.6pp | 69.1%-21.3pp | 82.6%-34.8pp |
| Annual return | -11.38% | -0.54%-10.8pp | -4.08%-7.3pp | 519.73%-531.1pp |
| Employer contribution / active EE | $287 | $3,487-91.8% | $2,566-88.8% | $4,779-94.0% |
| Participant deferral / active EE | $1,294 | $4,651-72.2% | $3,568-63.7% | $5,609-76.9% |
| Admin fee / account holder | $674 | $6,392-89.4% | $4,507-85.0% | $10,827-93.8% |