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 | $30,549 | $30,588-0.1% | $53,898-43.3% | $85,563-64.3% |
| Participation rate | 3.1% | 26.3%-23.3pp | 55.0%-51.9pp | 66.0%-62.9pp |
| Annual return | 10.37% | 50.42%-40.0pp | 528.60%-518.2pp | 31.51%-21.1pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $264 | $848-68.8% | $1,826-85.5% | $4,375-94.0% |
| Admin fee / account holder | $3,205 | $1,879+70.6% | $2,491+28.7% | $834+284.2% |