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 6-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 | $9,698 | $197,591-95.1% | $177,821-94.5% | $158,922-93.9% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.7%-23.0pp | 82.0%-17.3pp |
| Annual return | -8.80% | 58.76%-67.6pp | 48.32%-57.1pp | 302.83%-311.6pp |
| Employer contribution / active EE | $1,054 | $6,697-84.3% | $5,918-82.2% | $4,761-77.9% |
| Participant deferral / active EE | $5,098 | $8,405-39.3% | $7,714-33.9% | $5,982-14.8% |
| Admin fee / account holder | $2,843 | $15,399-81.5% | $12,427-77.1% | $11,246-74.7% |