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 | $13,597 | $131,829-89.7% | $108,579-87.5% | $273,961-95.0% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.6%-43.2pp | 83.0%-46.7pp |
| Annual return | -25.23% | -91.57%+66.3pp | -51.70%+26.5pp | 41.45%-66.7pp |
| Employer contribution / active EE | $573 | $4,912-88.3% | $3,758-84.8% | $4,869-88.2% |
| Participant deferral / active EE | $1,740 | $5,127-66.1% | $4,311-59.6% | $5,287-67.1% |
| Admin fee / account holder | $2,638 | $10,252-74.3% | $7,645-65.5% | $10,132-74.0% |