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 | $11,563 | $63,346-81.7% | $92,233-87.5% | $70,131-83.5% |
| Participation rate | 48.0% | 68.7%-20.7pp | 76.5%-28.5pp | 69.5%-21.5pp |
| Annual return | -5.12% | 530.12%-535.2pp | 176.28%-181.4pp | 73.14%-78.3pp |
| Employer contribution / active EE | $323 | $2,471-86.9% | $3,679-91.2% | $2,342-86.2% |
| Participant deferral / active EE | $2,265 | $2,854-20.6% | $3,897-41.9% | $3,332-32.0% |
| Admin fee / account holder | $2,941 | $3,840-23.4% | $5,194-43.4% | $4,645-36.7% |