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 5-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 | $9,857 | $57,016-82.7% | $84,966-88.4% | $80,856-87.8% |
| Participation rate | 23.3% | 56.3%-33.0pp | 67.5%-44.2pp | 67.6%-44.3pp |
| Annual return | 3.32% | 21.66%-18.3pp | 66.38%-63.1pp | 35.59%-32.3pp |
| Employer contribution / active EE | $189 | $1,798-89.5% | $2,727-93.1% | $2,755-93.2% |
| Participant deferral / active EE | $857 | $3,110-72.5% | $4,519-81.0% | $4,296-80.1% |
| Admin fee / account holder | $1,504 | $4,980-69.8% | $6,149-75.5% | $6,918-78.3% |