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 5-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 | $19,099 | $165,912-88.5% | $122,332-84.4% | $147,584-87.1% |
| Participation rate | 12.5% | 79.6%-67.1pp | 71.6%-59.1pp | 82.8%-70.3pp |
| Annual return | -7.75% | 34.55%-42.3pp | 30.27%-38.0pp | 578.55%-586.3pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $581 | $4,005-85.5% | $3,287-82.3% | $5,439-89.3% |
| Admin fee / account holder | $3,171 | $7,424-57.3% | $5,478-42.1% | $10,885-70.9% |