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 | $8,071 | $158,817-94.9% | $121,196-93.3% | $135,375-94.0% |
| Participation rate | 40.9% | 79.3%-38.4pp | 71.7%-30.8pp | 82.6%-41.7pp |
| Annual return | -14.41% | -0.64%-13.8pp | 16.93%-31.3pp | 519.73%-534.1pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,905 | $4,005-52.4% | $3,344-43.0% | $5,609-66.0% |
| Admin fee / account holder | $874 | $6,512-86.6% | $5,019-82.6% | $10,827-91.9% |