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 | $21,295 | $60,022-64.5% | $88,946-76.1% | $84,808-74.9% |
| Participation rate | 19.4% | 57.8%-38.5pp | 68.8%-49.5pp | 68.3%-49.0pp |
| Annual return | -3.12% | 22.43%-25.5pp | 57.82%-60.9pp | 40.90%-44.0pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,188 | $3,114-61.8% | $4,581-74.1% | $4,212-71.8% |
| Admin fee / account holder | $3,612 | $4,811-24.9% | $8,261-56.3% | $7,344-50.8% |