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 | $5,347 | $26,114-79.5% | $58,482-90.9% | $74,419-92.8% |
| Participation rate | 12.3% | 32.1%-19.9pp | 50.9%-38.6pp | 70.7%-58.5pp |
| Annual return | 5.30% | 32.51%-27.2pp | 4239.32%-4234.0pp | 34.38%-29.1pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $307 | $1,075-71.4% | $1,924-84.0% | $4,528-93.2% |
| Admin fee / account holder | $1,029 | $649+58.6% | $2,516-59.1% | $348+196.0% |