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 | $9,976 | $180,449-94.5% | $154,107-93.5% | $135,375-92.6% |
| Participation rate | 47.6% | 87.4%-39.8pp | 83.0%-35.4pp | 82.6%-35.0pp |
| Annual return | -13.40% | 888.09%-901.5pp | 735.12%-748.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $392 | $6,035-93.5% | $5,298-92.6% | $4,779-91.8% |
| Participant deferral / active EE | $3,222 | $5,806-44.5% | $5,081-36.6% | $5,609-42.6% |
| Admin fee / account holder | $1,436 | $16,143-91.1% | $13,411-89.3% | $10,827-86.7% |