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 | $20,370 | $39,122-47.9% | $57,179-64.4% | $62,891-67.6% |
| Participation rate | 46.9% | 70.5%-23.6pp | 75.3%-28.5pp | 69.3%-22.4pp |
| Annual return | -0.67% | 9.23%-9.9pp | 14.59%-15.3pp | 20.14%-20.8pp |
| Employer contribution / active EE | $272 | $1,874-85.5% | $2,682-89.9% | $2,281-88.1% |
| Participant deferral / active EE | $919 | $2,374-61.3% | $3,096-70.3% | $3,203-71.3% |
| Admin fee / account holder | $5,142 | $2,592+98.4% | $3,139+63.8% | $4,296+19.7% |