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 6-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 | $51,223 | $99,957-48.8% | $149,696-65.8% | $73,488-30.3% |
| Participation rate | 11.4% | 75.7%-64.3pp | 82.5%-71.0pp | 70.7%-59.3pp |
| Annual return | 8.11% | 53.87%-45.8pp | 276.60%-268.5pp | 28.51%-20.4pp |
| Employer contribution / active EE | $332 | $3,191-89.6% | $4,644-92.9% | $2,270-85.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $304 | $551-44.7% | $9,309-96.7% | $513-40.7% |