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 8-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 | $1,668 | $67,331-97.5% | $60,874-97.3% | $134,475-98.8% |
| Participation rate | 46.2% | 76.2%-30.0pp | 73.1%-27.0pp | 81.2%-35.1pp |
| Annual return | -20.44% | 49.93%-70.4pp | 16.90%-37.3pp | 417.96%-438.4pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,874 | $4,538-58.7% | $3,817-50.9% | $6,400-70.7% |
| Admin fee / account holder | $8,997 | $4,582+96.4% | $3,224+179.0% | $11,426-21.3% |