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 | $28,372 | $32,888-13.7% | - | $70,131-59.5% |
| Participation rate | 47.4% | 57.8%-10.4pp | - | 69.5%-22.2pp |
| Annual return | 8.20% | 18.50%-10.3pp | - | 73.14%-64.9pp |
| Employer contribution / active EE | $0 | $2,171-100.0% | - | $2,342-100.0% |
| Participant deferral / active EE | $931 | $1,340-30.6% | - | $3,332-72.1% |
| Admin fee / account holder | $593 | $1,413-58.0% | - | $4,645-87.2% |