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 9-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 | $9,348 | $138,065-93.2% | $123,544-92.4% | $135,375-93.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -12.71% | 153.68%-166.4pp | 119.20%-131.9pp | 519.73%-532.4pp |
| Employer contribution / active EE | $608 | $5,151-88.2% | $4,628-86.9% | $4,779-87.3% |
| Participant deferral / active EE | $2,448 | $6,799-64.0% | $6,426-61.9% | $5,609-56.4% |
| Admin fee / account holder | $380 | $10,916-96.5% | $9,284-95.9% | $10,827-96.5% |