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 | $17,641 | $131,829-86.6% | $108,579-83.8% | $273,961-93.6% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 1.88% | -91.57%+93.4pp | -51.70%+53.6pp | 41.45%-39.6pp |
| Employer contribution / active EE | $554 | $4,912-88.7% | $3,758-85.3% | $4,869-88.6% |
| Participant deferral / active EE | $2,211 | $5,127-56.9% | $4,311-48.7% | $5,287-58.2% |
| Admin fee / account holder | $2,668 | $10,252-74.0% | $7,645-65.1% | $10,132-73.7% |