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 8-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 | $6,165 | $65,365-90.6% | $92,893-93.4% | $72,985-91.6% |
| Participation rate | 25.0% | 68.3%-43.3pp | 76.0%-51.0pp | 69.5%-44.5pp |
| Annual return | -67.65% | 42.10%-109.8pp | 109.41%-177.1pp | 81.00%-148.7pp |
| Employer contribution / active EE | $321 | $2,594-87.6% | $3,653-91.2% | $2,440-86.9% |
| Participant deferral / active EE | $1,397 | $3,128-55.3% | $4,236-67.0% | $3,607-61.3% |
| Admin fee / account holder | $2,088 | $4,251-50.9% | $5,794-64.0% | $5,124-59.2% |