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 | $11,506 | $56,317-79.6% | $71,209-83.8% | $74,304-84.5% |
| Participation rate | 13.2% | 55.1%-41.9pp | 73.8%-60.5pp | 60.3%-47.1pp |
| Annual return | 8.75% | 42.83%-34.1pp | 282.51%-273.8pp | 29.43%-20.7pp |
| Employer contribution / active EE | $162 | $2,160-92.5% | $2,721-94.1% | $2,241-92.8% |
| Participant deferral / active EE | $631 | $2,788-77.4% | $4,175-84.9% | $3,767-83.2% |
| Admin fee / account holder | $884 | $2,290-61.4% | $5,349-83.5% | $2,969-70.2% |