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 | $15,877 | $47,479-66.6% | $62,929-74.8% | $82,448-80.7% |
| Participation rate | 24.2% | 66.9%-42.6pp | 73.1%-48.9pp | 68.1%-43.8pp |
| Annual return | 8.39% | 20.34%-12.0pp | 1063.93%-1055.5pp | 41.64%-33.3pp |
| Employer contribution / active EE | $118 | $1,885-93.7% | $2,505-95.3% | $2,551-95.4% |
| Participant deferral / active EE | $857 | $2,870-70.1% | $3,888-77.9% | $4,139-79.3% |
| Admin fee / account holder | $636 | $3,804-83.3% | $5,065-87.4% | $7,234-91.2% |