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 | $15,193 | $53,596-71.7% | $90,645-83.2% | $64,186-76.3% |
| Participation rate | 51.5% | 64.5%-13.0pp | 74.0%-22.5pp | 69.6%-18.1pp |
| Annual return | -8.16% | 4.41%-12.6pp | 1.88%-10.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $121 | $1,503-92.0% | $2,532-95.2% | $2,381-94.9% |
| Participant deferral / active EE | $1,939 | $2,459-21.1% | $3,425-43.4% | $3,470-44.1% |
| Admin fee / account holder | $1,507 | $3,868-61.0% | $4,994-69.8% | $4,888-69.2% |