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 | $16,403 | $175,202-90.6% | $149,673-89.0% | $139,434-88.2% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 6.80% | 166.71%-159.9pp | 134.42%-127.6pp | 372.94%-366.1pp |
| Employer contribution / active EE | $919 | $5,474-83.2% | $4,818-80.9% | $4,751-80.7% |
| Participant deferral / active EE | $2,574 | $6,519-60.5% | $5,680-54.7% | $6,710-61.6% |
| Admin fee / account holder | $147,585 | $16,150+813.8% | $13,210+1017.2% | $11,403+1194.3% |