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 | $2,400 | $209,411-98.9% | $178,490-98.7% | $158,922-98.5% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -1.89% | 188.75%-190.6pp | 151.07%-153.0pp | 302.83%-304.7pp |
| Employer contribution / active EE | $940 | $5,706-83.5% | $5,011-81.2% | $4,761-80.2% |
| Participant deferral / active EE | $4,000 | $5,954-32.8% | $5,202-23.1% | $5,982-33.1% |
| Admin fee / account holder | $163,023 | $17,074+854.8% | $13,984+1065.8% | $11,246+1349.6% |