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 6-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 | $7,197 | $39,019-81.6% | $80,716-91.1% | $85,850-91.6% |
| Participation rate | 14.3% | 41.5%-27.3pp | 54.2%-39.9pp | 69.3%-55.0pp |
| Annual return | 11.34% | 26.27%-14.9pp | 87.28%-75.9pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $312 | $1,326-76.5% | $2,146-85.5% | $3,952-92.1% |
| Admin fee / account holder | $798 | $2,431-67.2% | $3,380-76.4% | $6,260-87.3% |