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 | $17,664 | $48,335-63.5% | $121,098-85.4% | $71,457-75.3% |
| Participation rate | 37.1% | 54.3%-17.1pp | 69.5%-32.4pp | 67.9%-30.8pp |
| Annual return | 13.76% | 23.32%-9.6pp | 985.75%-972.0pp | 28.85%-15.1pp |
| Employer contribution / active EE | $39 | $1,489-97.4% | $4,164-99.1% | $2,588-98.5% |
| Participant deferral / active EE | $1,002 | $2,754-63.6% | $4,080-75.4% | $4,289-76.6% |
| Admin fee / account holder | $7,573 | $1,841+311.4% | $5,644+34.2% | $1,587+377.1% |