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 | $13,477 | $73,004-81.5% | $90,749-85.1% | $68,494-80.3% |
| Participation rate | 55.3% | 70.8%-15.6pp | 75.7%-20.4pp | 67.9%-12.6pp |
| Annual return | -19.50% | -13.81%-5.7pp | -12.16%-7.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $419 | $2,193-80.9% | $2,921-85.7% | $2,596-83.9% |
| Participant deferral / active EE | $2,006 | $3,627-44.7% | $4,564-56.0% | $4,027-50.2% |
| Admin fee / account holder | $1,705 | $5,896-71.1% | $8,445-79.8% | $5,403-68.4% |