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 | $16,666 | $109,327-84.8% | $89,391-81.4% | $158,922-89.5% |
| Participation rate | 41.7% | 74.3%-32.6pp | 68.0%-26.3pp | 82.0%-40.3pp |
| Annual return | 5.18% | 345.68%-340.5pp | 245.62%-240.4pp | 302.83%-297.6pp |
| Employer contribution / active EE | $208 | $3,170-93.4% | $2,586-91.9% | $4,761-95.6% |
| Participant deferral / active EE | $847 | $4,598-81.6% | $3,890-78.2% | $5,982-85.8% |
| Admin fee / account holder | $14,682 | $6,153+138.6% | $4,881+200.8% | $11,246+30.6% |