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 3-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 | $63 | $81,233-99.9% | $155,567-100.0% | $80,874-99.9% |
| Participation rate | 21.2% | 66.2%-45.0pp | 78.2%-57.0pp | 67.6%-46.4pp |
| Annual return | -145.48% | 33.33%-178.8pp | 64.74%-210.2pp | 35.62%-181.1pp |
| Employer contribution / active EE | $130 | $3,101-95.8% | $4,674-97.2% | $2,756-95.3% |
| Participant deferral / active EE | $1,136 | $3,452-67.1% | $5,628-79.8% | $4,297-73.6% |
| Admin fee / account holder | $343 | $7,998-95.7% | $15,916-97.8% | $6,935-95.1% |