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 | $6,257 | $209,411-97.0% | $178,490-96.5% | $158,922-96.1% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | -32.12% | 188.75%-220.9pp | 151.07%-183.2pp | 302.83%-334.9pp |
| Employer contribution / active EE | $84 | $5,706-98.5% | $5,011-98.3% | $4,761-98.2% |
| Participant deferral / active EE | $2,960 | $5,954-50.3% | $5,202-43.1% | $5,982-50.5% |
| Admin fee / account holder | $1,638 | $17,074-90.4% | $13,984-88.3% | $11,246-85.4% |