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 | $20,556 | $209,411-90.2% | $178,490-88.5% | $158,922-87.1% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | -1.88% | 188.75%-190.6pp | 151.07%-153.0pp | 302.83%-304.7pp |
| Employer contribution / active EE | $1,094 | $5,706-80.8% | $5,011-78.2% | $4,761-77.0% |
| Participant deferral / active EE | $2,224 | $5,954-62.7% | $5,202-57.2% | $5,982-62.8% |
| Admin fee / account holder | $303 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |