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 3-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 | $23,031 | $39,122-41.1% | $57,179-59.7% | $62,891-63.4% |
| Participation rate | 43.1% | 70.5%-27.4pp | 75.3%-32.2pp | 69.3%-26.2pp |
| Annual return | -0.85% | 9.23%-10.1pp | 14.59%-15.4pp | 20.14%-21.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $938 | $2,374-60.5% | $3,096-69.7% | $3,203-70.7% |
| Admin fee / account holder | $5,931 | $2,592+128.8% | $3,139+89.0% | $4,296+38.1% |