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 6-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 | $7,744 | $73,867-89.5% | $143,757-94.6% | $68,494-88.7% |
| Participation rate | 32.8% | 66.7%-33.8pp | 80.3%-47.5pp | 67.9%-35.1pp |
| Annual return | -20.66% | 1.01%-21.7pp | -0.04%-20.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $190 | $3,184-94.0% | $4,951-96.2% | $2,596-92.7% |
| Participant deferral / active EE | $963 | $3,384-71.6% | $5,637-82.9% | $4,027-76.1% |
| Admin fee / account holder | $326 | $5,755-94.3% | $14,673-97.8% | $5,403-94.0% |