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 | $18,739 | $58,851-68.2% | $115,157-83.7% | $72,985-74.3% |
| Participation rate | 46.7% | 65.5%-18.9pp | 75.9%-29.2pp | 69.5%-22.8pp |
| Annual return | 9.05% | 23.16%-14.1pp | 35.60%-26.6pp | 81.00%-72.0pp |
| Employer contribution / active EE | $252 | $1,798-86.0% | $3,179-92.1% | $2,440-89.7% |
| Participant deferral / active EE | $1,108 | $2,643-58.1% | $4,168-73.4% | $3,607-69.3% |
| Admin fee / account holder | $8,807 | $6,370+38.3% | $7,088+24.3% | $5,124+71.9% |