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 9-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 | $10,883 | $73,004-85.1% | $90,749-88.0% | $68,494-84.1% |
| Participation rate | 63.6% | 70.8%-7.2pp | 75.7%-12.1pp | 67.9%-4.3pp |
| Annual return | -23.49% | -13.81%-9.7pp | -12.16%-11.3pp | -7.84%-15.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,047 | $3,627-43.6% | $4,564-55.2% | $4,027-49.2% |
| Admin fee / account holder | $1,840 | $5,896-68.8% | $8,445-78.2% | $5,403-65.9% |