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 6-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 | $9,115 | $42,894-78.7% | $60,874-85.0% | $68,494-86.7% |
| Participation rate | 11.1% | 66.8%-55.7pp | 73.1%-62.0pp | 67.9%-56.8pp |
| Annual return | -81.30% | -13.98%-67.3pp | 16.90%-98.2pp | -7.84%-73.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,109 | $2,867-61.3% | $3,817-70.9% | $4,027-72.5% |
| Admin fee / account holder | $5,673 | $3,101+83.0% | $3,224+75.9% | $5,403+5.0% |