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 | $18,852 | $54,762-65.6% | $90,281-79.1% | $72,985-74.2% |
| Participation rate | 44.2% | 65.1%-21.0pp | 73.3%-29.1pp | 69.5%-25.3pp |
| Annual return | -11.09% | 30.63%-41.7pp | 78.10%-89.2pp | 81.00%-92.1pp |
| Employer contribution / active EE | $32 | $2,092-98.5% | $2,854-98.9% | $2,440-98.7% |
| Participant deferral / active EE | $986 | $2,887-65.9% | $3,885-74.6% | $3,607-72.7% |
| Admin fee / account holder | $437 | $3,972-89.0% | $5,351-91.8% | $5,124-91.5% |