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 | $19,369 | $54,705-64.6% | $71,209-72.8% | $84,808-77.2% |
| Participation rate | 51.5% | 64.1%-12.6pp | 73.8%-22.2pp | 68.3%-16.8pp |
| Annual return | 10.25% | 35.90%-25.7pp | 282.51%-272.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $94 | $2,158-95.6% | $2,721-96.5% | $2,631-96.4% |
| Participant deferral / active EE | $1,041 | $3,030-65.6% | $4,175-75.1% | $4,212-75.3% |
| Admin fee / account holder | $2,130 | $4,863-56.2% | $5,349-60.2% | $7,344-71.0% |