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 | $15,063 | $180,449-91.7% | $154,107-90.2% | $135,375-88.9% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -10.27% | 888.09%-898.4pp | 735.12%-745.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,138 | $5,806-63.2% | $5,081-57.9% | $5,609-61.9% |
| Admin fee / account holder | $2,706 | $16,143-83.2% | $13,411-79.8% | $10,827-75.0% |