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 | $12,748 | $109,982-88.4% | $97,226-86.9% | $145,922-91.3% |
| Participation rate | 27.3% | 75.9%-48.7pp | 72.7%-45.4pp | 80.3%-53.0pp |
| Annual return | 3.92% | 242.90%-239.0pp | 75.13%-71.2pp | 561.29%-557.4pp |
| Employer contribution / active EE | $92 | $3,084-97.0% | $2,729-96.6% | $4,660-98.0% |
| Participant deferral / active EE | $728 | $4,676-84.4% | $4,264-82.9% | $6,688-89.1% |
| Admin fee / account holder | $645 | $6,221-89.6% | $5,654-88.6% | $13,397-95.2% |