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 | $8,181 | $45,566-82.0% | $64,105-87.2% | $59,632-86.3% |
| Participation rate | 64.0% | 60.2%+3.8pp | 68.2%-4.2pp | 68.7%-4.7pp |
| Annual return | -5.77% | 4.95%-10.7pp | 791.24%-797.0pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,202 | $2,057-41.5% | $2,822-57.4% | $3,192-62.3% |
| Admin fee / account holder | $809 | $3,268-75.2% | $4,499-82.0% | $4,297-81.2% |