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 | $12,236 | $54,705-77.6% | $71,209-82.8% | $84,808-85.6% |
| Participation rate | 53.3% | 64.1%-10.7pp | 73.8%-20.4pp | 68.3%-15.0pp |
| Annual return | 8.56% | 35.90%-27.3pp | 282.51%-274.0pp | 40.90%-32.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $832 | $3,030-72.5% | $4,175-80.1% | $4,212-80.2% |
| Admin fee / account holder | $4,691 | $4,863-3.5% | $5,349-12.3% | $7,344-36.1% |