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 | $22,330 | $49,451-54.8% | $79,550-71.9% | $66,914-66.6% |
| Participation rate | 27.6% | 61.3%-33.7pp | 69.5%-41.9pp | 69.8%-42.2pp |
| Annual return | -19.44% | 84.25%-103.7pp | 0.16%-19.6pp | 1.58%-21.0pp |
| Employer contribution / active EE | $288 | $1,266-77.2% | $2,413-88.1% | $2,544-88.7% |
| Participant deferral / active EE | $1,602 | $3,159-49.3% | $3,985-59.8% | $4,237-62.2% |
| Admin fee / account holder | $1,442 | $595+142.5% | $6,832-78.9% | $593+143.1% |