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 | $7,483 | $39,798-81.2% | $67,711-88.9% | $59,632-87.5% |
| Participation rate | 51.2% | 57.4%-6.2pp | 67.5%-16.4pp | 68.7%-17.5pp |
| Annual return | -3.29% | 89.94%-93.2pp | 25.41%-28.7pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,024 | $2,335-56.2% | $3,585-71.4% | $3,192-67.9% |
| Admin fee / account holder | $311 | $3,212-90.3% | $4,255-92.7% | $4,297-92.8% |