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 | $10,744 | $185,822-94.2% | $169,993-93.7% | $139,434-92.3% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | -87.71% | 60.50%-148.2pp | 53.37%-141.1pp | 372.94%-460.7pp |
| Employer contribution / active EE | $285 | $7,590-96.2% | $6,785-95.8% | $4,751-94.0% |
| Participant deferral / active EE | $5,311 | $11,622-54.3% | $10,408-49.0% | $6,710-20.9% |
| Admin fee / account holder | $7,425 | $15,381-51.7% | $12,815-42.1% | $11,403-34.9% |