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 | $5,212 | $76,000-93.1% | $154,107-96.6% | $64,186-91.9% |
| Participation rate | 45.1% | 70.4%-25.3pp | 83.0%-38.0pp | 69.6%-24.5pp |
| Annual return | -15.53% | 30.32%-45.8pp | 735.12%-750.6pp | 7.63%-23.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $943 | $3,175-70.3% | $5,081-81.4% | $3,470-72.8% |
| Admin fee / account holder | $757 | $5,596-86.5% | $13,411-94.4% | $4,888-84.5% |