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 | $31,849 | $27,915+14.1% | $58,482-45.5% | $75,163-57.6% |
| Participation rate | 5.6% | 38.8%-33.3pp | 50.9%-45.3pp | 67.2%-61.6pp |
| Annual return | 6.56% | 44.20%-37.6pp | 4239.32%-4232.8pp | 160.62%-154.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $462 | $1,201-61.5% | $1,924-76.0% | $4,125-88.8% |
| Admin fee / account holder | $21,174 | $1,726+1127.0% | $2,516+741.6% | $5,651+274.7% |