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 3-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 | $11,927 | $29,660-59.8% | $56,411-78.9% | $80,856-85.2% |
| Participation rate | 7.8% | 41.6%-33.8pp | 52.5%-44.7pp | 67.6%-59.8pp |
| Annual return | 8.08% | 35.23%-27.2pp | 1701.33%-1693.3pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1 | $669-99.9% | $1,039-99.9% | $2,755-100.0% |
| Participant deferral / active EE | $717 | $1,226-41.5% | $1,952-63.3% | $4,296-83.3% |
| Admin fee / account holder | $2,944 | $2,428+21.3% | $2,829+4.1% | $6,918-57.5% |