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 | $13,035 | $100,773-87.1% | $88,946-85.3% | $142,382-90.8% |
| Participation rate | 30.0% | 74.3%-44.3pp | 68.8%-38.8pp | 80.1%-50.1pp |
| Annual return | 10.51% | 70.18%-59.7pp | 57.82%-47.3pp | 217.08%-206.6pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $954 | $5,230-81.8% | $4,581-79.2% | $6,507-85.3% |
| Admin fee / account holder | $1,189 | $9,693-87.7% | $8,261-85.6% | $12,624-90.6% |