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 | $24,506 | $51,466-52.4% | $78,778-68.9% | $62,292-60.7% |
| Participation rate | 43.0% | 59.8%-16.8pp | 69.2%-26.2pp | 69.5%-26.5pp |
| Annual return | 6.11% | 19.96%-13.8pp | 35.62%-29.5pp | 28.90%-22.8pp |
| Employer contribution / active EE | $209 | $827-74.7% | $1,986-89.5% | $2,042-89.8% |
| Participant deferral / active EE | $1,502 | $2,147-30.0% | $2,958-49.2% | $3,169-52.6% |
| Admin fee / account holder | $2,591 | $489+429.5% | $5,134-49.5% | $479+440.5% |