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 | $3,947 | $29,660-86.7% | $56,411-93.0% | $80,856-95.1% |
| Participation rate | 9.1% | 41.6%-32.6pp | 52.5%-43.4pp | 67.6%-58.5pp |
| Annual return | 7.14% | 35.23%-28.1pp | 1701.33%-1694.2pp | 35.59%-28.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $285 | $1,226-76.8% | $1,952-85.4% | $4,296-93.4% |
| Admin fee / account holder | $3,508 | $2,428+44.5% | $2,829+24.0% | $6,918-49.3% |