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 | $16,230 | $47,944-66.1% | $67,834-76.1% | $62,891-74.2% |
| Participation rate | 25.5% | 61.1%-35.5pp | 68.8%-43.3pp | 69.3%-43.8pp |
| Annual return | 3.47% | 11.77%-8.3pp | 138.47%-135.0pp | 20.14%-16.7pp |
| Employer contribution / active EE | $35 | $1,562-97.7% | $2,403-98.5% | $2,281-98.5% |
| Participant deferral / active EE | $791 | $2,247-64.8% | $3,160-75.0% | $3,203-75.3% |
| Admin fee / account holder | $1,114 | $3,712-70.0% | $4,622-75.9% | $4,296-74.1% |