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 | $5,832 | $31,310-81.4% | $53,898-89.2% | $74,304-92.2% |
| Participation rate | 5.2% | 30.7%-25.5pp | 55.0%-49.8pp | 60.3%-55.2pp |
| Annual return | 14.11% | 23.16%-9.0pp | 528.60%-514.5pp | 29.43%-15.3pp |
| Employer contribution / active EE | $44 | $450-90.3% | $932-95.3% | $2,241-98.0% |
| Participant deferral / active EE | $206 | $934-78.0% | $1,826-88.7% | $3,767-94.5% |
| Admin fee / account holder | $1,066 | $2,175-51.0% | $2,491-57.2% | $2,969-64.1% |