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 | $14,940 | $160,055-90.7% | $140,016-89.3% | $135,375-89.0% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.5%-29.2pp | 82.6%-24.3pp |
| Annual return | -17.93% | 911.38%-929.3pp | 651.12%-669.1pp | 519.73%-537.7pp |
| Employer contribution / active EE | $629 | $6,420-90.2% | $5,606-88.8% | $4,779-86.8% |
| Participant deferral / active EE | $9,514 | $7,642+24.5% | $6,927+37.3% | $5,609+69.6% |
| Admin fee / account holder | $3,306 | $13,328-75.2% | $10,705-69.1% | $10,827-69.5% |