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 | $22,747 | $71,883-68.4% | $86,677-73.8% | $68,494-66.8% |
| Participation rate | 35.5% | 72.2%-36.8pp | 76.6%-41.1pp | 67.9%-32.4pp |
| Annual return | -21.60% | 3.52%-25.1pp | 35.91%-57.5pp | -7.84%-13.8pp |
| Employer contribution / active EE | $256 | $2,173-88.2% | $2,836-91.0% | $2,596-90.1% |
| Participant deferral / active EE | $2,635 | $3,779-30.3% | $4,656-43.4% | $4,027-34.6% |
| Admin fee / account holder | $817 | $6,112-86.6% | $7,493-89.1% | $5,403-84.9% |