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 4-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 | $475 | $152,509-99.7% | $117,472-99.6% | $134,475-99.6% |
| Participation rate | 43.8% | 77.1%-33.3pp | 70.6%-26.8pp | 81.2%-37.5pp |
| Annual return | -23.16% | 52.99%-76.2pp | 29.74%-52.9pp | 417.96%-441.1pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $489 | $4,818-89.8% | $4,070-88.0% | $6,400-92.4% |
| Admin fee / account holder | $970 | $7,004-86.1% | $5,645-82.8% | $11,426-91.5% |