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 5-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 | $5,499 | $73,867-92.6% | $143,757-96.2% | $68,494-92.0% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -20.42% | 1.01%-21.4pp | -0.04%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $260 | $3,184-91.8% | $4,951-94.8% | $2,596-90.0% |
| Participant deferral / active EE | $1,013 | $3,384-70.1% | $5,637-82.0% | $4,027-74.9% |
| Admin fee / account holder | $652 | $5,755-88.7% | $14,673-95.6% | $5,403-87.9% |