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 10-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 | $46,736 | $54,350-14.0% | $82,719-43.5% | $68,494-31.8% |
| Participation rate | 9.8% | 63.9%-54.2pp | 72.6%-62.8pp | 67.9%-58.1pp |
| Annual return | -22.42% | -13.67%-8.7pp | 701.18%-723.6pp | -7.84%-14.6pp |
| Employer contribution / active EE | $131 | $2,218-94.1% | $3,009-95.6% | $2,596-94.9% |
| Participant deferral / active EE | $1,416 | $3,246-56.4% | $4,395-67.8% | $4,027-64.8% |
| Admin fee / account holder | $3,968 | $4,395-9.7% | $5,329-25.5% | $5,403-26.6% |