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 | $9,070 | $27,243-66.7% | $52,425-82.7% | $79,634-88.6% |
| Participation rate | 6.5% | 22.4%-15.9pp | 55.6%-49.1pp | 62.5%-56.0pp |
| Annual return | 8.31% | 63.36%-55.0pp | 302.12%-293.8pp | 36.46%-28.1pp |
| Employer contribution / active EE | $16 | $319-94.9% | $914-98.2% | $2,529-99.4% |
| Participant deferral / active EE | $269 | $636-57.6% | $1,790-85.0% | $3,835-93.0% |
| Admin fee / account holder | $3,958 | $2,105+88.1% | $2,495+58.7% | $1,002+295.1% |