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 | $4,249 | $67,331-93.7% | $60,874-93.0% | $134,475-96.8% |
| Participation rate | 52.2% | 76.2%-24.0pp | 73.1%-20.9pp | 81.2%-29.0pp |
| Annual return | -23.02% | 49.93%-73.0pp | 16.90%-39.9pp | 417.96%-441.0pp |
| Employer contribution / active EE | $7 | $3,096-99.8% | $2,701-99.7% | $4,740-99.8% |
| Participant deferral / active EE | $1,195 | $4,538-73.7% | $3,817-68.7% | $6,400-81.3% |
| Admin fee / account holder | $2,332 | $4,582-49.1% | $3,224-27.7% | $11,426-79.6% |