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 | $20,353 | $63,764-68.1% | $81,930-75.2% | $79,858-74.5% |
| Participation rate | 59.3% | 67.5%-8.2pp | 72.0%-12.7pp | 69.6%-10.3pp |
| Annual return | 1.05% | 22.66%-21.6pp | 29.49%-28.4pp | 31.71%-30.7pp |
| Employer contribution / active EE | $157 | $1,795-91.3% | $4,310-96.4% | $2,471-93.7% |
| Participant deferral / active EE | $1,516 | $2,780-45.5% | $7,107-78.7% | $3,740-59.5% |
| Admin fee / account holder | $3,192 | $4,426-27.9% | $5,158-38.1% | $5,306-39.8% |