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 | $17,743 | $57,354-69.1% | $83,848-78.8% | $64,186-72.4% |
| Participation rate | 54.8% | 68.6%-13.8pp | 76.1%-21.4pp | 69.6%-14.8pp |
| Annual return | -9.83% | 11.38%-21.2pp | 850.88%-860.7pp | 7.63%-17.5pp |
| Employer contribution / active EE | $358 | $2,545-85.9% | $3,631-90.1% | $2,381-84.9% |
| Participant deferral / active EE | $1,681 | $2,993-43.8% | $4,082-58.8% | $3,470-51.5% |
| Admin fee / account holder | $354 | $4,046-91.2% | $5,478-93.5% | $4,888-92.8% |