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 | $37,735 | $77,634-51.4% | $156,549-75.9% | $62,891-40.0% |
| Participation rate | 56.0% | 71.2%-15.2pp | 84.0%-28.0pp | 69.3%-13.3pp |
| Annual return | 0.28% | 50.32%-50.0pp | 32.23%-31.9pp | 20.14%-19.9pp |
| Employer contribution / active EE | $325 | $3,444-90.6% | $5,501-94.1% | $2,281-85.8% |
| Participant deferral / active EE | $1,004 | $3,045-67.0% | $4,871-79.4% | $3,203-68.7% |
| Admin fee / account holder | $774 | $5,561-86.1% | $13,027-94.1% | $4,296-82.0% |