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 | $15,657 | $91,190-82.8% | $178,490-91.2% | $79,858-80.4% |
| Participation rate | 56.5% | 69.2%-12.7pp | 81.9%-25.4pp | 69.6%-13.1pp |
| Annual return | 7.04% | 24.19%-17.1pp | 151.07%-144.0pp | 31.71%-24.7pp |
| Employer contribution / active EE | $239 | $3,256-92.7% | $5,011-95.2% | $2,471-90.3% |
| Participant deferral / active EE | $1,323 | $3,236-59.1% | $5,202-74.6% | $3,740-64.6% |
| Admin fee / account holder | $4,488 | $6,751-33.5% | $13,984-67.9% | $5,306-15.4% |