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 9-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 | $13,067 | $180,449-92.8% | $154,107-91.5% | $135,375-90.3% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -31.43% | 888.09%-919.5pp | 735.12%-766.5pp | 519.73%-551.2pp |
| Employer contribution / active EE | $311 | $6,035-94.8% | $5,298-94.1% | $4,779-93.5% |
| Participant deferral / active EE | $6,262 | $5,806+7.8% | $5,081+23.2% | $5,609+11.6% |
| Admin fee / account holder | $599 | $16,143-96.3% | $13,411-95.5% | $10,827-94.5% |