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 | $24,001 | $45,035-46.7% | $62,995-61.9% | $70,131-65.8% |
| Participation rate | 44.8% | 69.5%-24.7pp | 74.8%-30.0pp | 69.5%-24.7pp |
| Annual return | 10.33% | 18.76%-8.4pp | 87.57%-77.2pp | 73.14%-62.8pp |
| Employer contribution / active EE | $302 | $2,051-85.3% | $2,759-89.1% | $2,342-87.1% |
| Participant deferral / active EE | $893 | $2,465-63.8% | $3,329-73.2% | $3,332-73.2% |
| Admin fee / account holder | $677 | $2,834-76.1% | $3,600-81.2% | $4,645-85.4% |