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 5-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 | $4,718 | $58,208-91.9% | $81,812-94.2% | $80,856-94.2% |
| Participation rate | 21.5% | 63.4%-41.9pp | 72.3%-50.8pp | 67.6%-46.1pp |
| Annual return | -2.09% | 41.66%-43.8pp | 773.79%-775.9pp | 35.59%-37.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $768 | $3,281-76.6% | $4,319-82.2% | $4,296-82.1% |
| Admin fee / account holder | $462 | $4,981-90.7% | $7,386-93.7% | $6,918-93.3% |