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 | $18,385 | $48,230-61.9% | $67,502-72.8% | $80,856-77.3% |
| Participation rate | 16.1% | 66.4%-50.3pp | 72.9%-56.8pp | 67.6%-51.6pp |
| Annual return | 10.95% | 18.28%-7.3pp | 3512.12%-3501.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $17 | $2,020-99.2% | $2,731-99.4% | $2,755-99.4% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $327,811 | $3,681+8805.1% | $3,998+8100.2% | $6,918+4638.5% |