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 | $13,303 | $76,000-82.5% | $154,107-91.4% | $64,186-79.3% |
| Participation rate | 47.5% | 70.4%-22.9pp | 83.0%-35.5pp | 69.6%-22.1pp |
| Annual return | -8.72% | 30.32%-39.0pp | 735.12%-743.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $225 | $3,351-93.3% | $5,298-95.7% | $2,381-90.5% |
| Participant deferral / active EE | $1,296 | $3,175-59.2% | $5,081-74.5% | $3,470-62.6% |
| Admin fee / account holder | $357 | $5,596-93.6% | $13,411-97.3% | $4,888-92.7% |