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 | $20,671 | $53,018-61.0% | $70,014-70.5% | $62,891-67.1% |
| Participation rate | 39.0% | 67.2%-28.2pp | 71.8%-32.9pp | 69.3%-30.3pp |
| Annual return | 4.11% | 13.35%-9.2pp | 12.99%-8.9pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,255 | $2,395-47.6% | $2,931-57.2% | $3,203-60.8% |
| Admin fee / account holder | $1,029 | $3,690-72.1% | $4,380-76.5% | $4,296-76.0% |