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 | $16,639 | $81,248-79.5% | $155,509-89.3% | $80,856-79.4% |
| Participation rate | 55.8% | 66.2%-10.4pp | 78.2%-22.4pp | 67.6%-11.8pp |
| Annual return | 8.52% | 33.31%-24.8pp | 64.67%-56.1pp | 35.59%-27.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,250 | $3,452-63.8% | $5,626-77.8% | $4,296-70.9% |
| Admin fee / account holder | $4,732 | $7,997-40.8% | $15,912-70.3% | $6,918-31.6% |