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 | $23,522 | $49,025-52.0% | $87,507-73.1% | $62,891-62.6% |
| Participation rate | 27.4% | 64.9%-37.5pp | 73.8%-46.5pp | 69.3%-41.9pp |
| Annual return | 2.00% | 10.02%-8.0pp | 12.21%-10.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $985 | $2,289-57.0% | $3,149-68.7% | $3,203-69.3% |
| Admin fee / account holder | $4,306 | $4,065+5.9% | $4,221+2.0% | $4,296+0.2% |