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 | $30,588-70.3% | $53,898-83.2% | $85,563-89.4% |
| Participation rate | 6.5% | 26.3%-19.8pp | 55.0%-48.5pp | 66.0%-59.5pp |
| Annual return | 8.31% | 50.42%-42.1pp | 528.60%-520.3pp | 31.51%-23.2pp |
| Employer contribution / active EE | $16 | $436-96.2% | $932-98.2% | $2,654-99.4% |
| Participant deferral / active EE | $269 | $848-68.2% | $1,826-85.3% | $4,375-93.8% |
| Admin fee / account holder | $3,958 | $1,879+110.7% | $2,491+58.9% | $834+374.5% |