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 | $20,997 | $71,050-70.4% | $93,606-77.6% | $80,856-74.0% |
| Participation rate | 17.9% | 60.4%-42.6pp | 68.7%-50.9pp | 67.6%-49.8pp |
| Annual return | 2.33% | 11.26%-8.9pp | 133.20%-130.9pp | 35.59%-33.3pp |
| Employer contribution / active EE | $197 | $1,564-87.4% | $2,420-91.9% | $2,755-92.9% |
| Participant deferral / active EE | $2,821 | $4,034-30.1% | $4,411-36.1% | $4,296-34.3% |
| Admin fee / account holder | $177,758 | $6,945+2459.6% | $8,285+2045.5% | $6,918+2469.5% |