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 | $2,266 | $102,317-97.8% | $146,958-98.5% | $80,856-97.2% |
| Participation rate | 28.0% | 75.8%-47.8pp | 82.2%-54.2pp | 67.6%-39.6pp |
| Annual return | 7.93% | 134.76%-126.8pp | 418.34%-410.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $329 | $3,713-91.1% | $4,933-93.3% | $2,755-88.1% |
| Participant deferral / active EE | $2,683 | $6,644-59.6% | $8,070-66.7% | $4,296-37.5% |
| Admin fee / account holder | $63,450 | $7,941+699.0% | $12,998+388.1% | $6,918+817.2% |