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 | $11,481 | $72,404-84.1% | $110,238-89.6% | $64,186-82.1% |
| Participation rate | 64.9% | 73.3%-8.4pp | 79.8%-14.9pp | 69.6%-4.6pp |
| Annual return | -9.04% | -6.29%-2.8pp | 314.74%-323.8pp | 7.63%-16.7pp |
| Employer contribution / active EE | $175 | $2,282-92.3% | $3,826-95.4% | $2,381-92.7% |
| Participant deferral / active EE | $1,928 | $3,469-44.4% | $4,672-58.7% | $3,470-44.4% |
| Admin fee / account holder | $1,294 | $5,664-77.2% | $8,547-84.9% | $4,888-73.5% |