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 | $11,110 | $29,319-62.1% | $52,425-78.8% | $82,448-86.5% |
| Participation rate | 7.7% | 46.9%-39.2pp | 55.6%-47.9pp | 68.1%-60.4pp |
| Annual return | 13.29% | 535.20%-521.9pp | 302.12%-288.8pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $607 | $1,171-48.2% | $1,790-66.1% | $4,139-85.3% |
| Admin fee / account holder | $2,872 | $1,962+46.4% | $2,495+15.1% | $7,234-60.3% |