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 | $9,165 | $97,044-90.6% | $83,333-89.0% | $135,375-93.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -35.55% | 12.31%-47.9pp | 10.63%-46.2pp | 519.73%-555.3pp |
| Employer contribution / active EE | $308 | $4,143-92.6% | $3,379-90.9% | $4,779-93.6% |
| Participant deferral / active EE | $5,208 | $5,964-12.7% | $5,565-6.4% | $5,609-7.1% |
| Admin fee / account holder | $1,473 | $8,380-82.4% | $7,510-80.4% | $10,827-86.4% |