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 | $15,892 | $59,101-73.1% | $77,163-79.4% | $75,163-78.9% |
| Participation rate | 61.0% | 63.9%-2.9pp | 69.6%-8.6pp | 67.2%-6.2pp |
| Annual return | 10.98% | 26.71%-15.7pp | 37.87%-26.9pp | 160.62%-149.6pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,456 | $2,999-51.5% | $3,833-62.0% | $4,125-64.7% |
| Admin fee / account holder | $2,164 | $4,774-54.7% | $5,472-60.5% | $5,651-61.7% |