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 | $33,335 | $65,365-49.0% | $92,893-64.1% | $72,985-54.3% |
| Participation rate | 53.1% | 68.3%-15.2pp | 76.0%-22.9pp | 69.5%-16.4pp |
| Annual return | 0.53% | 42.10%-41.6pp | 109.41%-108.9pp | 81.00%-80.5pp |
| Employer contribution / active EE | $313 | $2,594-88.0% | $3,653-91.4% | $2,440-87.2% |
| Participant deferral / active EE | $1,753 | $3,128-44.0% | $4,236-58.6% | $3,607-51.4% |
| Admin fee / account holder | $1,399 | $4,251-67.1% | $5,794-75.9% | $5,124-72.7% |