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 | $19,572 | $56,114-65.1% | $96,139-79.6% | $85,850-77.2% |
| Participation rate | 32.3% | 56.7%-24.5pp | 68.4%-36.2pp | 69.3%-37.1pp |
| Annual return | 2.84% | 42.30%-39.5pp | 191.94%-189.1pp | 318.53%-315.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,891 | $2,859-33.9% | $4,349-56.5% | $3,952-52.2% |
| Admin fee / account holder | $2,599 | $3,768-31.0% | $5,537-53.1% | $6,260-58.5% |