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 | $8,911 | $76,000-88.3% | $154,107-94.2% | $64,186-86.1% |
| Participation rate | 64.5% | 70.4%-5.9pp | 83.0%-18.5pp | 69.6%-5.1pp |
| Annual return | -10.74% | 30.32%-41.1pp | 735.12%-745.9pp | 7.63%-18.4pp |
| Employer contribution / active EE | $325 | $3,351-90.3% | $5,298-93.9% | $2,381-86.3% |
| Participant deferral / active EE | $909 | $3,175-71.4% | $5,081-82.1% | $3,470-73.8% |
| Admin fee / account holder | $368 | $5,596-93.4% | $13,411-97.3% | $4,888-92.5% |