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 6-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 | $9,156 | $64,707-85.9% | $112,228-91.8% | $68,494-86.6% |
| Participation rate | 41.5% | 67.2%-25.6pp | 75.1%-33.5pp | 67.9%-26.3pp |
| Annual return | -21.46% | -11.40%-10.1pp | 27.45%-48.9pp | -7.84%-13.6pp |
| Employer contribution / active EE | $643 | $2,746-76.6% | $3,635-82.3% | $2,596-75.2% |
| Participant deferral / active EE | $1,732 | $3,565-51.4% | $4,728-63.4% | $4,027-57.0% |
| Admin fee / account holder | $401 | $5,232-92.3% | $6,410-93.7% | $5,403-92.6% |