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 | $5,837 | $27,915-79.1% | $58,482-90.0% | $75,163-92.2% |
| Participation rate | 7.7% | 38.8%-31.1pp | 50.9%-43.2pp | 67.2%-59.5pp |
| Annual return | 8.80% | 44.20%-35.4pp | 4239.32%-4230.5pp | 160.62%-151.8pp |
| Employer contribution / active EE | $29 | $669-95.6% | $1,053-97.2% | $2,670-98.9% |
| Participant deferral / active EE | $659 | $1,201-45.2% | $1,924-65.8% | $4,125-84.0% |
| Admin fee / account holder | $13,808 | $1,726+700.2% | $2,516+448.8% | $5,651+144.3% |