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 5-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 | $4,141 | $167,307-97.5% | $143,757-97.1% | $134,475-96.9% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -34.07% | 0.46%-34.5pp | -0.04%-34.0pp | 417.96%-452.0pp |
| Employer contribution / active EE | $651 | $5,619-88.4% | $4,951-86.9% | $4,740-86.3% |
| Participant deferral / active EE | $2,608 | $6,446-59.5% | $5,637-53.7% | $6,400-59.2% |
| Admin fee / account holder | $5,725 | $18,088-68.3% | $14,673-61.0% | $11,426-49.9% |