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 | $21,599 | $69,010-68.7% | $159,960-86.5% | $68,494-68.5% |
| Participation rate | 63.0% | 65.4%-2.4pp | 78.0%-14.9pp | 67.9%-4.8pp |
| Annual return | -19.86% | -9.65%-10.2pp | 408.60%-428.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $140 | $2,213-93.7% | $4,226-96.7% | $2,596-94.6% |
| Participant deferral / active EE | $2,894 | $4,212-31.3% | $6,182-53.2% | $4,027-28.1% |
| Admin fee / account holder | $1,163 | $4,798-75.8% | $8,698-86.6% | $5,403-78.5% |