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 | $9,309 | $85,790-89.1% | $67,313-86.2% | $135,375-93.1% |
| Participation rate | 47.4% | 76.5%-29.1pp | 69.1%-21.7pp | 82.6%-35.3pp |
| Annual return | -25.36% | -0.54%-24.8pp | -4.08%-21.3pp | 519.73%-545.1pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,439 | $4,651-47.6% | $3,568-31.7% | $5,609-56.5% |
| Admin fee / account holder | $621 | $6,392-90.3% | $4,507-86.2% | $10,827-94.3% |