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 | $16,766 | $46,553-64.0% | $64,056-73.8% | $75,163-77.7% |
| Participation rate | 49.2% | 65.9%-16.7pp | 72.3%-23.1pp | 67.2%-18.0pp |
| Annual return | 3.65% | 26.03%-22.4pp | 33.69%-30.0pp | 160.62%-157.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,195 | $2,837-57.9% | $3,880-69.2% | $4,125-71.0% |
| Admin fee / account holder | $1,945 | $2,952-34.1% | $3,068-36.6% | $5,651-65.6% |