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 | $14,733 | $77,634-81.0% | $156,549-90.6% | $62,891-76.6% |
| Participation rate | 47.1% | 71.2%-24.1pp | 84.0%-37.0pp | 69.3%-22.2pp |
| Annual return | -3.25% | 50.32%-53.6pp | 32.23%-35.5pp | 20.14%-23.4pp |
| Employer contribution / active EE | $221 | $3,444-93.6% | $5,501-96.0% | $2,281-90.3% |
| Participant deferral / active EE | $918 | $3,045-69.8% | $4,871-81.1% | $3,203-71.3% |
| Admin fee / account holder | $328 | $5,561-94.1% | $13,027-97.5% | $4,296-92.4% |