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 | $9,344 | $80,717-88.4% | $154,803-94.0% | $84,808-89.0% |
| Participation rate | 37.0% | 66.8%-29.9pp | 78.1%-41.1pp | 68.3%-31.4pp |
| Annual return | 8.09% | 37.96%-29.9pp | 58.88%-50.8pp | 40.90%-32.8pp |
| Employer contribution / active EE | $308 | $2,761-88.8% | $4,305-92.8% | $2,631-88.3% |
| Participant deferral / active EE | $963 | $3,303-70.8% | $5,540-82.6% | $4,212-77.1% |
| Admin fee / account holder | $15,946 | $6,746+136.4% | $14,329+11.3% | $7,344+117.1% |