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 | $27,001 | $168,632-84.0% | $147,614-81.7% | $125,391-78.5% |
| Participation rate | 53.3% | 88.8%-35.4pp | 84.6%-31.3pp | 83.2%-29.9pp |
| Annual return | -5.47% | 77.65%-83.1pp | 61.98%-67.4pp | 282.22%-287.7pp |
| Employer contribution / active EE | $413 | $6,252-93.4% | $5,564-92.6% | $4,866-91.5% |
| Participant deferral / active EE | $3,140 | $5,507-43.0% | $4,895-35.9% | $5,352-41.3% |
| Admin fee / account holder | $591 | $13,580-95.6% | $11,611-94.9% | $9,540-93.8% |