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 | $5,477 | $76,738-92.9% | $56,411-90.3% | $145,922-96.2% |
| Participation rate | 9.5% | 63.2%-53.7pp | 52.5%-42.9pp | 80.3%-70.8pp |
| Annual return | 5.04% | 2994.23%-2989.2pp | 1701.33%-1696.3pp | 561.29%-556.2pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $849 | $2,623-67.6% | $1,952-56.5% | $6,688-87.3% |
| Admin fee / account holder | $5,497 | $3,334+64.9% | $2,829+94.3% | $13,397-59.0% |