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 9-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 | $13,624 | $57,281-76.2% | $86,612-84.3% | $75,163-81.9% |
| Participation rate | 14.3% | 63.2%-48.9pp | 71.7%-57.4pp | 67.2%-52.9pp |
| Annual return | 10.18% | 2670.75%-2660.6pp | 591.07%-580.9pp | 160.62%-150.4pp |
| Employer contribution / active EE | $223 | $2,314-90.4% | $3,022-92.6% | $2,670-91.6% |
| Participant deferral / active EE | $1,281 | $3,318-61.4% | $4,438-71.1% | $4,125-68.9% |
| Admin fee / account holder | $11,997 | $4,112+191.8% | $5,614+113.7% | $5,651+112.3% |