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 | $6,287 | $31,310-79.9% | $53,898-88.3% | $74,304-91.5% |
| Participation rate | 12.6% | 30.7%-18.1pp | 55.0%-42.4pp | 60.3%-47.7pp |
| Annual return | 13.67% | 23.16%-9.5pp | 528.60%-514.9pp | 29.43%-15.8pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $415 | $934-55.5% | $1,826-77.3% | $3,767-89.0% |
| Admin fee / account holder | $1,377 | $2,175-36.7% | $2,491-44.7% | $2,969-53.6% |