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 | $16,544 | $99,341-83.3% | $84,750-80.5% | $273,961-94.0% |
| Participation rate | 10.0% | 80.7%-70.7pp | 76.6%-66.6pp | 83.0%-73.0pp |
| Annual return | 1.95% | 22.93%-21.0pp | 22.78%-20.8pp | 41.45%-39.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,481 | $4,269-65.3% | $3,712-60.1% | $5,287-72.0% |
| Admin fee / account holder | $1,583 | $6,644-76.2% | $5,332-70.3% | $10,132-84.4% |