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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,728 | $113,935-88.0% | $94,224-85.4% | $125,391-89.1% |
| Participation rate | 27.8% | 82.9%-55.1pp | 78.8%-51.0pp | 83.2%-55.4pp |
| Annual return | -3.95% | 5.29%-9.2pp | 10.68%-14.6pp | 282.22%-286.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,685 | $5,179-48.1% | $4,320-37.8% | $5,352-49.8% |
| Admin fee / account holder | $1,337 | $8,391-84.1% | $6,269-78.7% | $9,540-86.0% |