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 | $5,229 | $95,971-94.6% | $74,550-93.0% | $135,375-96.1% |
| Participation rate | 68.4% | 75.7%-7.2pp | 69.1%-0.7pp | 82.6%-14.2pp |
| Annual return | -9.45% | 56.96%-66.4pp | 32.53%-42.0pp | 519.73%-529.2pp |
| Employer contribution / active EE | $111 | $2,716-95.9% | $1,961-94.3% | $4,779-97.7% |
| Participant deferral / active EE | $2,228 | $3,843-42.0% | $3,108-28.3% | $5,609-60.3% |
| Admin fee / account holder | $389 | $6,522-94.0% | $5,060-92.3% | $10,827-96.4% |