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 | $5,943 | $142,344-95.8% | $119,609-95.0% | $134,475-95.6% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | -42.69% | -12.44%-30.2pp | -14.97%-27.7pp | 417.96%-460.6pp |
| Employer contribution / active EE | $899 | $5,222-82.8% | $4,232-78.8% | $4,740-81.0% |
| Participant deferral / active EE | $2,073 | $6,469-68.0% | $5,602-63.0% | $6,400-67.6% |
| Admin fee / account holder | $1,319 | $13,584-90.3% | $10,323-87.2% | $11,426-88.5% |