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 4-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 | $10,732 | $57,590-81.4% | $86,233-87.6% | $82,448-87.0% |
| Participation rate | 32.0% | 57.9%-25.9pp | 69.0%-37.0pp | 68.1%-36.1pp |
| Annual return | 2.58% | 22.41%-19.8pp | 61.39%-58.8pp | 41.64%-39.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,113 | $3,080-31.4% | $4,559-53.7% | $4,139-49.0% |
| Admin fee / account holder | $1,211 | $4,730-74.4% | $8,342-85.5% | $7,234-83.3% |