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 | $16,073 | $40,256-60.1% | $57,343-72.0% | $59,632-73.0% |
| Participation rate | 36.0% | 69.2%-33.2pp | 75.1%-39.1pp | 68.7%-32.7pp |
| Annual return | -2.49% | 27.49%-30.0pp | 24.39%-26.9pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $114 | $1,922-94.1% | $2,689-95.8% | $2,203-94.8% |
| Participant deferral / active EE | $873 | $2,399-63.6% | $3,162-72.4% | $3,192-72.7% |
| Admin fee / account holder | $1,096 | $2,818-61.1% | $3,356-67.3% | $4,297-74.5% |