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 | $18,979 | $56,897-66.6% | $84,750-77.6% | $62,891-69.8% |
| Participation rate | 27.6% | 68.5%-40.9pp | 76.6%-49.0pp | 69.3%-41.7pp |
| Annual return | -1.49% | 6.30%-7.8pp | 22.78%-24.3pp | 20.14%-21.6pp |
| Employer contribution / active EE | $347 | $2,400-85.5% | $3,574-90.3% | $2,281-84.8% |
| Participant deferral / active EE | $1,074 | $2,709-60.4% | $3,712-71.1% | $3,203-66.5% |
| Admin fee / account holder | $427 | $3,581-88.1% | $5,332-92.0% | $4,296-90.1% |