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 | $14,313 | $56,199-74.5% | $67,652-78.8% | $59,632-76.0% |
| Participation rate | 43.8% | 71.5%-27.7pp | 75.7%-31.9pp | 68.7%-24.9pp |
| Annual return | -6.71% | 18505.31%-18512.0pp | 6625.04%-6631.7pp | 2041.28%-2048.0pp |
| Employer contribution / active EE | $208 | $1,614-87.1% | $2,266-90.8% | $2,203-90.6% |
| Participant deferral / active EE | $1,660 | $2,844-41.6% | $3,560-53.4% | $3,192-48.0% |
| Admin fee / account holder | $1,581 | $3,958-60.1% | $4,821-67.2% | $4,297-63.2% |