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 | $47,105-75.6% | $68,368-83.2% | $67,986-83.1% |
| Participation rate | 13.2% | 51.8%-38.6pp | 73.8%-60.5pp | 57.2%-44.0pp |
| Annual return | 8.75% | 48.37%-39.6pp | 292.57%-283.8pp | 31.67%-22.9pp |
| Employer contribution / active EE | $162 | $1,859-91.3% | $2,649-93.9% | $2,019-92.0% |
| Participant deferral / active EE | $631 | $2,374-73.4% | $4,123-84.7% | $3,358-81.2% |
| Admin fee / account holder | $884 | $2,435-63.7% | $5,150-82.8% | $3,203-72.4% |