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 | $9,893 | $80,717-87.7% | $154,803-93.6% | $84,808-88.3% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 6.24% | 37.96%-31.7pp | 58.88%-52.6pp | 40.90%-34.7pp |
| Employer contribution / active EE | $311 | $2,761-88.7% | $4,305-92.8% | $2,631-88.2% |
| Participant deferral / active EE | $1,012 | $3,303-69.4% | $5,540-81.7% | $4,212-76.0% |
| Admin fee / account holder | $3,256 | $6,746-51.7% | $14,329-77.3% | $7,344-55.7% |