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 | $14,196 | $64,707-78.1% | $112,228-87.4% | $68,494-79.3% |
| Participation rate | 20.3% | 67.2%-46.9pp | 75.1%-54.8pp | 67.9%-47.6pp |
| Annual return | -20.16% | -11.40%-8.8pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $177 | $2,746-93.6% | $3,635-95.1% | $2,596-93.2% |
| Participant deferral / active EE | $1,517 | $3,565-57.4% | $4,728-67.9% | $4,027-62.3% |
| Admin fee / account holder | $384 | $5,232-92.7% | $6,410-94.0% | $5,403-92.9% |