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 10-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 | $12,007 | $76,000-84.2% | $154,107-92.2% | $64,186-81.3% |
| Participation rate | 57.6% | 70.4%-12.8pp | 83.0%-25.4pp | 69.6%-11.9pp |
| Annual return | -8.55% | 30.32%-38.9pp | 735.12%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $175 | $3,351-94.8% | $5,298-96.7% | $2,381-92.7% |
| Participant deferral / active EE | $1,832 | $3,175-42.3% | $5,081-63.9% | $3,470-47.2% |
| Admin fee / account holder | $579 | $5,596-89.7% | $13,411-95.7% | $4,888-88.2% |