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 | $33,723 | $110,094-69.4% | $151,611-77.8% | $68,494-50.8% |
| Participation rate | 39.6% | 84.0%-44.3pp | 87.5%-47.9pp | 67.9%-28.3pp |
| Annual return | -23.09% | -10.12%-13.0pp | 3.33%-26.4pp | -7.84%-15.2pp |
| Employer contribution / active EE | $467 | $4,471-89.5% | $6,166-92.4% | $2,596-82.0% |
| Participant deferral / active EE | $3,122 | $6,527-52.2% | $8,363-62.7% | $4,027-22.5% |
| Admin fee / account holder | $405 | $7,719-94.8% | $11,616-96.5% | $5,403-92.5% |