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 8-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 | $12,062 | $158,817-92.4% | $121,196-90.0% | $135,375-91.1% |
| Participation rate | 69.2% | 79.3%-10.1pp | 71.7%-2.5pp | 82.6%-13.4pp |
| Annual return | -10.10% | -0.64%-9.5pp | 16.93%-27.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,690 | $4,005-32.8% | $3,344-19.6% | $5,609-52.0% |
| Admin fee / account holder | $389 | $6,512-94.0% | $5,019-92.2% | $10,827-96.4% |