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 3-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 | $7,866 | $72,396-89.1% | $67,511-88.3% | $145,959-94.6% |
| Participation rate | 43.8% | 76.9%-33.1pp | 72.9%-29.1pp | 80.3%-36.5pp |
| Annual return | 7.22% | 7194.07%-7186.9pp | 3517.41%-3510.2pp | 561.95%-554.7pp |
| Employer contribution / active EE | $327 | $3,071-89.3% | $2,733-88.0% | $4,661-93.0% |
| Participant deferral / active EE | $1,802 | $4,781-62.3% | $4,000-54.9% | $6,689-73.1% |
| Admin fee / account holder | $1,333 | $5,538-75.9% | $3,999-66.7% | $13,398-90.1% |