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 | $8,593 | $149,040-94.2% | $120,225-92.9% | $137,256-93.7% |
| Participation rate | 44.4% | 75.4%-31.0pp | 69.6%-25.1pp | 80.0%-35.5pp |
| Annual return | 9.74% | 605.68%-595.9pp | 439.23%-429.5pp | 220.34%-210.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $390 | $4,655-91.6% | $3,999-90.3% | $6,407-93.9% |
| Admin fee / account holder | $4,211 | $6,348-33.7% | $5,696-26.1% | $12,270-65.7% |