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 | $19,471 | $169,032-88.5% | $129,207-84.9% | $145,922-86.7% |
| Participation rate | 47.4% | 76.4%-29.1pp | 69.6%-22.2pp | 80.3%-32.9pp |
| Annual return | 7.59% | 14330.11%-14322.5pp | 9417.33%-9409.7pp | 561.29%-553.7pp |
| Employer contribution / active EE | $129 | $5,537-97.7% | $4,153-96.9% | $4,660-97.2% |
| Participant deferral / active EE | $1,265 | $4,987-74.6% | $4,168-69.6% | $6,688-81.1% |
| Admin fee / account holder | $22,417 | $9,954+125.2% | $7,715+190.6% | $13,397+67.3% |