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 | $24,167 | $48,364-50.0% | $71,796-66.3% | $62,891-61.6% |
| Participation rate | 44.6% | 60.6%-16.0pp | 69.1%-24.5pp | 69.3%-24.7pp |
| Annual return | 3.79% | 13.16%-9.4pp | 78.04%-74.2pp | 20.14%-16.4pp |
| Employer contribution / active EE | $121 | $1,042-88.4% | $1,924-93.7% | $2,281-94.7% |
| Participant deferral / active EE | $969 | $2,091-53.7% | $2,794-65.3% | $3,203-69.7% |
| Admin fee / account holder | $1,317 | $3,771-65.1% | $4,815-72.6% | $4,296-69.3% |