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 | $22,226 | $56,897-60.9% | $84,750-73.8% | $62,891-64.7% |
| Participation rate | 24.6% | 68.5%-44.0pp | 76.6%-52.0pp | 69.3%-44.7pp |
| Annual return | 0.72% | 6.30%-5.6pp | 22.78%-22.1pp | 20.14%-19.4pp |
| Employer contribution / active EE | $332 | $2,400-86.2% | $3,574-90.7% | $2,281-85.4% |
| Participant deferral / active EE | $1,072 | $2,709-60.4% | $3,712-71.1% | $3,203-66.5% |
| Admin fee / account holder | $928 | $3,581-74.1% | $5,332-82.6% | $4,296-78.4% |