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 | $30,445 | $30,400+0.1% | $53,898-43.5% | $84,808-64.1% |
| Participation rate | 24.3% | 46.4%-22.1pp | 55.0%-30.6pp | 68.3%-44.0pp |
| Annual return | 13.04% | 500.19%-487.1pp | 528.60%-515.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $75 | $603-87.5% | $932-91.9% | $2,631-97.1% |
| Participant deferral / active EE | $751 | $1,199-37.3% | $1,826-58.9% | $4,212-82.2% |
| Admin fee / account holder | $9,615 | $1,993+382.4% | $2,491+286.0% | $7,344+30.9% |