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 | $17,141 | $48,076-64.3% | $78,689-78.2% | $62,891-72.7% |
| Participation rate | 59.3% | 65.2%-5.9pp | 73.6%-14.3pp | 69.3%-10.0pp |
| Annual return | 1.84% | 31.35%-29.5pp | 62.18%-60.3pp | 20.14%-18.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,753 | $2,588-32.3% | $3,517-50.2% | $3,203-45.3% |
| Admin fee / account holder | $769 | $3,207-76.0% | $4,510-82.9% | $4,296-82.1% |