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 | $19,294 | $30,400-36.5% | $53,898-64.2% | $84,808-77.2% |
| Participation rate | 12.2% | 46.4%-34.2pp | 55.0%-42.7pp | 68.3%-56.1pp |
| Annual return | 11.11% | 500.19%-489.1pp | 528.60%-517.5pp | 40.90%-29.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $375 | $1,199-68.8% | $1,826-79.5% | $4,212-91.1% |
| Admin fee / account holder | $5,679 | $1,993+184.9% | $2,491+128.0% | $7,344-22.7% |