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 6-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 | $11,089 | $227,553-95.1% | $189,557-94.1% | $167,490-93.4% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.4%-23.9pp | 82.1%-27.6pp |
| Annual return | -14.21% | 78.40%-92.6pp | 64.17%-78.4pp | 478.56%-492.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,398 | $7,002-65.7% | $6,174-61.2% | $6,341-62.2% |
| Admin fee / account holder | $7,245 | $11,878-39.0% | $9,807-26.1% | $12,309-41.1% |