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 | $20,318 | $48,046-57.7% | $84,611-76.0% | $72,985-72.2% |
| Participation rate | 27.1% | 57.6%-30.4pp | 68.2%-41.1pp | 69.5%-42.3pp |
| Annual return | 2.64% | 37.38%-34.7pp | 258.74%-256.1pp | 81.00%-78.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $808 | $2,680-69.8% | $3,899-79.3% | $3,607-77.6% |
| Admin fee / account holder | $10,137 | $3,395+198.6% | $4,912+106.4% | $5,124+97.8% |