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 | $15,246 | $180,749-91.6% | $160,784-90.5% | $137,256-88.9% |
| Participation rate | 30.8% | 80.0%-49.2pp | 77.0%-46.2pp | 80.0%-49.2pp |
| Annual return | 8.46% | 2234.46%-2226.0pp | 1803.92%-1795.5pp | 220.34%-211.9pp |
| Employer contribution / active EE | $265 | $4,155-93.6% | $3,733-92.9% | $4,156-93.6% |
| Participant deferral / active EE | $1,542 | $6,844-77.5% | $6,293-75.5% | $6,407-75.9% |
| Admin fee / account holder | $60,076 | $10,397+477.8% | $9,717+518.3% | $12,270+389.6% |