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 3-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 | $1,369 | $45,343-97.0% | $150,298-99.1% | $67,986-98.0% |
| Participation rate | 45.8% | 51.9%-6.1pp | 77.8%-32.0pp | 57.2%-11.4pp |
| Annual return | -8426.67% | 33.28%-8459.9pp | 62.79%-8489.5pp | 31.67%-8458.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $804 | $2,055-60.9% | $5,453-85.3% | $3,358-76.1% |
| Admin fee / account holder | $542 | $2,250-75.9% | $14,116-96.2% | $3,203-83.1% |