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 | $15,901 | $45,073-64.7% | $69,455-77.1% | $72,985-78.2% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.6%-24.6pp | 69.5%-19.5pp |
| Annual return | 0.47% | 22.65%-22.2pp | 28.97%-28.5pp | 81.00%-80.5pp |
| Employer contribution / active EE | $308 | $2,054-85.0% | $2,779-88.9% | $2,440-87.4% |
| Participant deferral / active EE | $929 | $2,602-64.3% | $3,535-73.7% | $3,607-74.2% |
| Admin fee / account holder | $2,377 | $3,056-22.2% | $3,839-38.1% | $5,124-53.6% |