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 | $24,187 | $32,037-24.5% | $69,182-65.0% | $62,891-61.5% |
| Participation rate | 32.1% | 43.4%-11.3pp | 55.1%-23.0pp | 69.3%-37.2pp |
| Annual return | 1.85% | 15.16%-13.3pp | -21.93%+23.8pp | 20.14%-18.3pp |
| Employer contribution / active EE | $40 | $679-94.0% | $1,206-96.6% | $2,281-98.2% |
| Participant deferral / active EE | $404 | $1,185-65.9% | $1,897-78.7% | $3,203-87.4% |
| Admin fee / account holder | $1,303 | $2,608-50.1% | $2,697-51.7% | $4,296-69.7% |