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 5-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 | $2,557 | $29,660-91.4% | $56,411-95.5% | $80,856-96.8% |
| Participation rate | 54.3% | 41.6%+12.7pp | 52.5%+1.9pp | 67.6%-13.3pp |
| Annual return | 8.46% | 35.23%-26.8pp | 1701.33%-1692.9pp | 35.59%-27.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,088 | $1,226-11.3% | $1,952-44.3% | $4,296-74.7% |
| Admin fee / account holder | $913 | $2,428-62.4% | $2,829-67.7% | $6,918-86.8% |