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 7-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 | $5,751 | $52,279-89.0% | $89,391-93.6% | $79,858-92.8% |
| Participation rate | 14.3% | 57.5%-43.3pp | 68.0%-53.7pp | 69.6%-55.3pp |
| Annual return | 5.28% | 22.16%-16.9pp | 245.62%-240.3pp | 31.71%-26.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,482 | $2,740-45.9% | $3,890-61.9% | $3,740-60.4% |
| Admin fee / account holder | $9,596 | $3,356+185.9% | $4,881+96.6% | $5,306+80.8% |