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 | $30,511 | $76,000-59.9% | $154,107-80.2% | $64,186-52.5% |
| Participation rate | 34.8% | 70.4%-35.6pp | 83.0%-48.3pp | 69.6%-34.8pp |
| Annual return | -10.69% | 30.32%-41.0pp | 735.12%-745.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $211 | $3,351-93.7% | $5,298-96.0% | $2,381-91.1% |
| Participant deferral / active EE | $3,442 | $3,175+8.4% | $5,081-32.3% | $3,470-0.8% |
| Admin fee / account holder | $458 | $5,596-91.8% | $13,411-96.6% | $4,888-90.6% |