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 | $8,765 | $76,000-88.5% | $154,107-94.3% | $64,186-86.3% |
| Participation rate | 32.9% | 70.4%-37.6pp | 83.0%-50.2pp | 69.6%-36.7pp |
| Annual return | -11.07% | 30.32%-41.4pp | 735.12%-746.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,376 | $3,175-56.7% | $5,081-72.9% | $3,470-60.3% |
| Admin fee / account holder | $561 | $5,596-90.0% | $13,411-95.8% | $4,888-88.5% |