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 | $18,368 | $60,124-69.5% | $90,404-79.7% | $79,858-77.0% |
| Participation rate | 42.9% | 65.0%-22.1pp | 72.7%-29.8pp | 69.6%-26.8pp |
| Annual return | 1.29% | 71.94%-70.7pp | 1293.02%-1291.7pp | 31.71%-30.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $894 | $2,938-69.6% | $3,963-77.4% | $3,740-76.1% |
| Admin fee / account holder | $2,013 | $3,976-49.4% | $5,611-64.1% | $5,306-62.1% |