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 | $8,157 | $54,229-85.0% | $70,092-88.4% | $68,494-88.1% |
| Participation rate | 52.9% | 64.5%-11.5pp | 70.5%-17.5pp | 67.9%-14.9pp |
| Annual return | -21.19% | -13.87%-7.3pp | 190.73%-211.9pp | -7.84%-13.3pp |
| Employer contribution / active EE | $242 | $2,018-88.0% | $2,559-90.6% | $2,596-90.7% |
| Participant deferral / active EE | $1,155 | $2,956-60.9% | $3,849-70.0% | $4,027-71.3% |
| Admin fee / account holder | $542 | $4,694-88.5% | $6,267-91.4% | $5,403-90.0% |