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 | $11,121 | $57,281-80.6% | $86,612-87.2% | $75,163-85.2% |
| Participation rate | 8.3% | 63.2%-54.9pp | 71.7%-63.4pp | 67.2%-58.9pp |
| Annual return | 8.55% | 2670.75%-2662.2pp | 591.07%-582.5pp | 160.62%-152.1pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $840 | $3,318-74.7% | $4,438-81.1% | $4,125-79.6% |
| Admin fee / account holder | $15,224 | $4,112+270.2% | $5,614+171.2% | $5,651+169.4% |