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 | $19,338 | $29,548-34.6% | $56,411-65.7% | $77,643-75.1% |
| Participation rate | 21.0% | 32.7%-11.6pp | 52.5%-31.4pp | 70.6%-49.5pp |
| Annual return | 8.71% | 19.01%-10.3pp | 1701.33%-1692.6pp | 31.24%-22.5pp |
| Employer contribution / active EE | $51 | $568-90.9% | $1,039-95.1% | $2,726-98.1% |
| Participant deferral / active EE | $469 | $1,061-55.8% | $1,952-76.0% | $4,647-89.9% |
| Admin fee / account holder | $1,676 | $1,046+60.2% | $2,829-40.7% | $430+289.4% |