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 | $13,003 | $56,317-76.9% | $71,209-81.7% | $74,304-82.5% |
| Participation rate | 67.0% | 55.1%+11.8pp | 73.8%-6.8pp | 60.3%+6.6pp |
| Annual return | 7.38% | 42.83%-35.5pp | 282.51%-275.1pp | 29.43%-22.0pp |
| Employer contribution / active EE | $249 | $2,160-88.5% | $2,721-90.8% | $2,241-88.9% |
| Participant deferral / active EE | $651 | $2,788-76.6% | $4,175-84.4% | $3,767-82.7% |
| Admin fee / account holder | $10,933 | $2,290+377.5% | $5,349+104.4% | $2,969+268.3% |