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 | $23,002 | $53,018-56.6% | $70,014-67.1% | $62,891-63.4% |
| Participation rate | 26.2% | 67.2%-41.0pp | 71.8%-45.6pp | 69.3%-43.1pp |
| Annual return | 2.80% | 13.35%-10.5pp | 12.99%-10.2pp | 20.14%-17.3pp |
| Employer contribution / active EE | $175 | $1,799-90.3% | $2,338-92.5% | $2,281-92.3% |
| Participant deferral / active EE | $1,251 | $2,395-47.8% | $2,931-57.3% | $3,203-60.9% |
| Admin fee / account holder | $1,276 | $3,690-65.4% | $4,380-70.9% | $4,296-70.3% |