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 | $7,830 | $99,079-92.1% | $77,999-90.0% | $273,961-97.1% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.5%-33.9pp | 83.0%-41.3pp |
| Annual return | -30.73% | 217.93%-248.7pp | 425.96%-456.7pp | 41.45%-72.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,238 | $4,306-48.0% | $3,497-36.0% | $5,287-57.7% |
| Admin fee / account holder | $1,247 | $8,954-86.1% | $5,480-77.3% | $10,132-87.7% |