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 | $60,022-82.1% | $88,946-87.9% | $84,808-87.3% |
| Participation rate | 32.0% | 57.8%-25.8pp | 68.8%-36.8pp | 68.3%-36.3pp |
| Annual return | 2.58% | 22.43%-19.8pp | 57.82%-55.2pp | 40.90%-38.3pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,113 | $3,114-32.2% | $4,581-53.9% | $4,212-49.8% |
| Admin fee / account holder | $1,211 | $4,811-74.8% | $8,261-85.3% | $7,344-83.5% |