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 5-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 | $9,544 | $81,900-88.3% | $119,609-92.0% | $68,494-86.1% |
| Participation rate | 61.5% | 71.9%-10.4pp | 79.3%-17.7pp | 67.9%-6.3pp |
| Annual return | -20.05% | -23.82%+3.8pp | -14.97%-5.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $599 | $2,693-77.8% | $4,232-85.9% | $2,596-76.9% |
| Participant deferral / active EE | $2,395 | $4,148-42.3% | $5,602-57.2% | $4,027-40.5% |
| Admin fee / account holder | $524 | $6,582-92.0% | $10,323-94.9% | $5,403-90.3% |