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 4-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 | $1,175 | $27,915-95.8% | $58,482-98.0% | $75,163-98.4% |
| Participation rate | 18.2% | 38.8%-20.7pp | 50.9%-32.7pp | 67.2%-49.0pp |
| Annual return | 6.55% | 44.20%-37.6pp | 4239.32%-4232.8pp | 160.62%-154.1pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $276 | $1,201-77.1% | $1,924-85.7% | $4,125-93.3% |
| Admin fee / account holder | $343 | $1,726-80.1% | $2,516-86.4% | $5,651-93.9% |