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 | $12,276 | $45,073-72.8% | $69,455-82.3% | $72,985-83.2% |
| Participation rate | 42.4% | 68.5%-26.1pp | 74.6%-32.2pp | 69.5%-27.1pp |
| Annual return | 3.89% | 22.65%-18.8pp | 28.97%-25.1pp | 81.00%-77.1pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $857 | $2,602-67.1% | $3,535-75.8% | $3,607-76.3% |
| Admin fee / account holder | $960 | $3,056-68.6% | $3,839-75.0% | $5,124-81.3% |