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 8-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 | $4,389 | $26,549-83.5% | $61,373-92.8% | $66,914-93.4% |
| Participation rate | 11.9% | 38.1%-26.2pp | 52.6%-40.7pp | 69.8%-57.9pp |
| Annual return | -27.10% | -16.21%-10.9pp | 338.61%-365.7pp | 1.58%-28.7pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $480 | $1,338-64.1% | $2,125-77.4% | $4,237-88.7% |
| Admin fee / account holder | $1,205 | $409+195.0% | $2,130-43.4% | $593+103.2% |