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 | $26,236 | $81,248-67.7% | $155,509-83.1% | $80,856-67.6% |
| Participation rate | 39.5% | 66.2%-26.8pp | 78.2%-38.7pp | 67.6%-28.2pp |
| Annual return | 9.02% | 33.31%-24.3pp | 64.67%-55.6pp | 35.59%-26.6pp |
| Employer contribution / active EE | $53 | $3,100-98.3% | $4,672-98.9% | $2,755-98.1% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $61,674 | $7,997+671.2% | $15,912+287.6% | $6,918+791.5% |