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 | $12,228 | $57,354-78.7% | $83,848-85.4% | $64,186-80.9% |
| Participation rate | 61.2% | 68.6%-7.4pp | 76.1%-14.9pp | 69.6%-8.3pp |
| Annual return | -12.46% | 11.38%-23.8pp | 850.88%-863.3pp | 7.63%-20.1pp |
| Employer contribution / active EE | $198 | $2,545-92.2% | $3,631-94.6% | $2,381-91.7% |
| Participant deferral / active EE | $1,781 | $2,993-40.5% | $4,082-56.4% | $3,470-48.7% |
| Admin fee / account holder | $700 | $4,046-82.7% | $5,478-87.2% | $4,888-85.7% |