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 | $8,939 | $167,484-94.7% | $151,611-94.1% | $134,475-93.4% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.5%-25.0pp | 81.2%-18.7pp |
| Annual return | -23.52% | 7.80%-31.3pp | 3.33%-26.8pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,106 | $6,829-83.8% | $6,166-82.1% | $4,740-76.7% |
| Participant deferral / active EE | $3,902 | $8,986-56.6% | $8,363-53.3% | $6,400-39.0% |
| Admin fee / account holder | $2,783 | $13,783-79.8% | $11,616-76.0% | $11,426-75.6% |