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 | $20,704 | $75,935-72.7% | $60,547-65.8% | $125,391-83.5% |
| Participation rate | 57.9% | 76.5%-18.6pp | 68.0%-10.1pp | 83.2%-25.3pp |
| Annual return | -3.85% | -5.38%+1.5pp | 335.64%-339.5pp | 282.22%-286.1pp |
| Employer contribution / active EE | $385 | $3,438-88.8% | $2,419-84.1% | $4,866-92.1% |
| Participant deferral / active EE | $1,340 | $4,506-70.3% | $3,328-59.7% | $5,352-75.0% |
| Admin fee / account holder | $910 | $6,768-86.6% | $4,536-79.9% | $9,540-90.5% |