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 | $30,346 | $65,365-53.6% | $92,893-67.3% | $72,985-58.4% |
| Participation rate | 45.7% | 68.3%-22.6pp | 76.0%-30.3pp | 69.5%-23.8pp |
| Annual return | -1.53% | 42.10%-43.6pp | 109.41%-110.9pp | 81.00%-82.5pp |
| Employer contribution / active EE | $388 | $2,594-85.0% | $3,653-89.4% | $2,440-84.1% |
| Participant deferral / active EE | $1,897 | $3,128-39.4% | $4,236-55.2% | $3,607-47.4% |
| Admin fee / account holder | $4,865 | $4,251+14.4% | $5,794-16.0% | $5,124-5.1% |