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 | $17,107 | $71,050-75.9% | $93,606-81.7% | $80,856-78.8% |
| Participation rate | 19.3% | 60.4%-41.1pp | 68.7%-49.4pp | 67.6%-48.3pp |
| Annual return | 9.96% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $300 | $1,564-80.8% | $2,420-87.6% | $2,755-89.1% |
| Participant deferral / active EE | $1,269 | $4,034-68.5% | $4,411-71.2% | $4,296-70.4% |
| Admin fee / account holder | $4,039 | $6,945-41.8% | $8,285-51.2% | $6,918-41.6% |