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 5-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 | $2,386 | $72,071-96.7% | $68,368-96.5% | $137,256-98.3% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 1.85% | 353.14%-351.3pp | 292.57%-290.7pp | 220.34%-218.5pp |
| Employer contribution / active EE | $366 | $2,788-86.9% | $2,649-86.2% | $4,156-91.2% |
| Participant deferral / active EE | $1,132 | $4,410-74.3% | $4,123-72.5% | $6,407-82.3% |
| Admin fee / account holder | $49,604 | $5,336+829.7% | $5,150+863.2% | $12,270+304.3% |