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 | $32,142 | $57,057-43.7% | $85,009-62.2% | $80,874-60.3% |
| Participation rate | 40.0% | 56.4%-16.4pp | 67.5%-27.5pp | 67.6%-27.6pp |
| Annual return | 9.59% | 21.66%-12.1pp | 66.47%-56.9pp | 35.62%-26.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,696 | $3,112-45.5% | $4,522-62.5% | $4,297-60.5% |
| Admin fee / account holder | $989 | $4,986-80.2% | $6,153-83.9% | $6,935-85.7% |