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 4-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 | $10,159 | $94,625-89.3% | $116,228-91.3% | $84,808-88.0% |
| Participation rate | 52.0% | 70.4%-18.4pp | 74.6%-22.6pp | 68.3%-16.3pp |
| Annual return | 9.98% | 20.40%-10.4pp | 90.06%-80.1pp | 40.90%-30.9pp |
| Employer contribution / active EE | $612 | $2,347-73.9% | $2,994-79.6% | $2,631-76.7% |
| Participant deferral / active EE | $2,744 | $3,972-30.9% | $4,953-44.6% | $4,212-34.9% |
| Admin fee / account holder | $2,044 | $10,091-79.7% | $11,989-83.0% | $7,344-72.2% |