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 | $13,965 | $54,573-74.4% | $90,951-84.6% | $73,488-81.0% |
| Participation rate | 35.6% | 61.2%-25.6pp | 69.0%-33.4pp | 70.7%-35.1pp |
| Annual return | 6.16% | 16.69%-10.5pp | 134.60%-128.4pp | 28.51%-22.3pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,230 | $2,517-51.1% | $3,373-63.5% | $3,740-67.1% |
| Admin fee / account holder | $2,192 | $521+320.4% | $5,959-63.2% | $513+327.2% |