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 | $5,682 | $124,281-95.4% | $109,143-94.8% | $167,490-96.6% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | -5.87% | 26.04%-31.9pp | 25.75%-31.6pp | 478.56%-484.4pp |
| Employer contribution / active EE | $219 | $4,207-94.8% | $3,722-94.1% | $4,837-95.5% |
| Participant deferral / active EE | $1,528 | $5,255-70.9% | $4,653-67.2% | $6,341-75.9% |
| Admin fee / account holder | $1,130 | $7,970-85.8% | $6,752-83.3% | $12,309-90.8% |