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 7-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 | $10,059 | $82,664-87.8% | $125,339-92.0% | $68,494-85.3% |
| Participation rate | 48.5% | 75.0%-26.6pp | 82.4%-33.9pp | 67.9%-19.4pp |
| Annual return | -23.35% | -5.97%-17.4pp | 572.05%-595.4pp | -7.84%-15.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,260 | $6,110+2.4% | $7,446-15.9% | $4,027+55.4% |
| Admin fee / account holder | $1,974 | $6,275-68.5% | $10,010-80.3% | $5,403-63.5% |