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 | $27,701 | $202,318-86.3% | $172,739-84.0% | $152,861-81.9% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.4%-38.0pp |
| Annual return | 2.00% | 1029.65%-1027.6pp | 802.84%-800.8pp | 345.32%-343.3pp |
| Employer contribution / active EE | $986 | $5,856-83.2% | $5,143-80.8% | $4,762-79.3% |
| Participant deferral / active EE | $2,121 | $5,948-64.3% | $5,198-59.2% | $5,850-63.8% |
| Admin fee / account holder | $1,292 | $17,109-92.4% | $13,954-90.7% | $11,596-88.9% |