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 10-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 | $12,219 | $49,280-75.2% | $67,313-81.8% | $64,186-81.0% |
| Participation rate | 27.6% | 60.8%-33.2pp | 69.1%-41.5pp | 69.6%-42.0pp |
| Annual return | -11.82% | -1.39%-10.4pp | -4.08%-7.7pp | 7.63%-19.5pp |
| Employer contribution / active EE | $267 | $1,668-84.0% | $2,566-89.6% | $2,381-88.8% |
| Participant deferral / active EE | $969 | $2,484-61.0% | $3,568-72.9% | $3,470-72.1% |
| Admin fee / account holder | $1,883 | $3,863-51.3% | $4,507-58.2% | $4,888-61.5% |