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 | $18,840 | $138,065-86.4% | $123,544-84.8% | $135,375-86.1% |
| Participation rate | 35.0% | 84.7%-49.7pp | 82.3%-47.3pp | 82.6%-47.6pp |
| Annual return | -11.94% | 153.68%-165.6pp | 119.20%-131.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,977 | $6,799+76.2% | $6,426+86.4% | $5,609+113.5% |
| Admin fee / account holder | $3,641 | $10,916-66.6% | $9,284-60.8% | $10,827-66.4% |