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 | $19,591 | $48,230-59.4% | $67,502-71.0% | $80,856-75.8% |
| Participation rate | 37.5% | 66.4%-28.9pp | 72.9%-35.4pp | 67.6%-30.1pp |
| Annual return | 3.92% | 18.28%-14.4pp | 3512.12%-3508.2pp | 35.59%-31.7pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,154 | $2,924-60.5% | $4,000-71.1% | $4,296-73.1% |
| Admin fee / account holder | $411 | $3,681-88.8% | $3,998-89.7% | $6,918-94.1% |