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 | $15,473 | $77,899-80.1% | $149,673-89.7% | $75,163-79.4% |
| Participation rate | 64.0% | 65.6%-1.6pp | 78.8%-14.8pp | 67.2%-3.2pp |
| Annual return | 10.93% | 31.72%-20.8pp | 134.42%-123.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,788 | $3,411-47.6% | $5,680-68.5% | $4,125-56.7% |
| Admin fee / account holder | $1,258 | $5,956-78.9% | $13,210-90.5% | $5,651-77.7% |