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 | $51,292 | $77,899-34.2% | $149,673-65.7% | $75,163-31.8% |
| Participation rate | 0.0% | 65.6%-65.6pp | 78.8%-78.8pp | 67.2%-67.2pp |
| Annual return | 10.49% | 31.72%-21.2pp | 134.42%-123.9pp | 160.62%-150.1pp |
| Employer contribution / active EE | $214 | $3,137-93.2% | $4,818-95.6% | $2,670-92.0% |
| Participant deferral / active EE | $943 | $3,411-72.3% | $5,680-83.4% | $4,125-77.1% |
| Admin fee / account holder | $9,382 | $5,956+57.5% | $13,210-29.0% | $5,651+66.0% |