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 7-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 | $2,518 | $70,606-96.4% | $53,898-95.3% | $142,382-98.2% |
| Participation rate | 9.1% | 63.7%-54.6pp | 55.0%-45.9pp | 80.1%-71.0pp |
| Annual return | 3.67% | 619.81%-616.1pp | 528.60%-524.9pp | 217.08%-213.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $428 | $2,364-81.9% | $1,826-76.5% | $6,507-93.4% |
| Admin fee / account holder | $4,658 | $2,852+63.3% | $2,491+87.0% | $12,624-63.1% |