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 9-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 | $12,728 | $55,453-77.0% | $170,442-92.5% | $62,292-79.6% |
| Participation rate | 39.4% | 66.4%-26.9pp | 83.6%-44.2pp | 69.5%-30.1pp |
| Annual return | 4.44% | 21.38%-16.9pp | 205.93%-201.5pp | 28.90%-24.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,034 | $2,303-55.1% | $4,939-79.1% | $3,169-67.4% |
| Admin fee / account holder | $1,101 | $455+142.0% | $13,880-92.1% | $479+129.7% |