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 10-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 | $6,818 | $75,828-91.0% | $147,614-95.4% | $59,632-88.6% |
| Participation rate | 24.0% | 71.6%-47.6pp | 84.6%-60.6pp | 68.7%-44.7pp |
| Annual return | -3.37% | 0.37%-3.7pp | 61.98%-65.4pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,061 | $3,130-66.1% | $4,895-78.3% | $3,192-66.8% |
| Admin fee / account holder | $496 | $5,985-91.7% | $11,611-95.7% | $4,297-88.5% |