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 | $12,290 | $48,274-74.5% | $63,517-80.7% | $59,632-79.4% |
| Participation rate | 68.8% | 66.3%+2.5pp | 71.0%-2.2pp | 68.7%+0.2pp |
| Annual return | -3.94% | -240.79%+236.9pp | -70.30%+66.4pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,238 | $2,343-47.1% | $2,953-58.1% | $3,192-61.2% |
| Admin fee / account holder | $373 | $3,600-89.6% | $5,892-93.7% | $4,297-91.3% |