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 4-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 | $16,513 | $48,230-65.8% | $67,502-75.5% | $80,856-79.6% |
| Participation rate | 36.7% | 66.4%-29.7pp | 72.9%-36.2pp | 67.6%-31.0pp |
| Annual return | 9.44% | 18.28%-8.8pp | 3512.12%-3502.7pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,668 | $2,924-8.7% | $4,000-33.3% | $4,296-37.9% |
| Admin fee / account holder | $7,823 | $3,681+112.5% | $3,998+95.7% | $6,918+13.1% |