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 | $1,417 | $39,019-96.4% | $80,716-98.2% | $85,850-98.3% |
| Participation rate | 32.4% | 41.5%-9.2pp | 54.2%-21.8pp | 69.3%-37.0pp |
| Annual return | 8.26% | 26.27%-18.0pp | 87.28%-79.0pp | 318.53%-310.3pp |
| Employer contribution / active EE | $52 | $722-92.7% | $1,160-95.5% | $2,565-98.0% |
| Participant deferral / active EE | $416 | $1,326-68.6% | $2,146-80.6% | $3,952-89.5% |
| Admin fee / account holder | $1,873 | $2,431-22.9% | $3,380-44.6% | $6,260-70.1% |