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 4-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 | $19,392 | $81,900-76.3% | $119,609-83.8% | $68,494-71.7% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -19.35% | -23.82%+4.5pp | -14.97%-4.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $560 | $2,693-79.2% | $4,232-86.8% | $2,596-78.4% |
| Participant deferral / active EE | $4,001 | $4,148-3.5% | $5,602-28.6% | $4,027-0.7% |
| Admin fee / account holder | $1,433 | $6,582-78.2% | $10,323-86.1% | $5,403-73.5% |