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 7-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 | $2,337 | $95,862-97.6% | $79,550-97.1% | $134,475-98.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -22.37% | -2.69%-19.7pp | 0.16%-22.5pp | 417.96%-440.3pp |
| Employer contribution / active EE | $295 | $3,128-90.6% | $2,413-87.8% | $4,740-93.8% |
| Participant deferral / active EE | $3,366 | $4,693-28.3% | $3,985-15.5% | $6,400-47.4% |
| Admin fee / account holder | $1,404 | $9,126-84.6% | $6,832-79.5% | $11,426-87.7% |