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 | $15,525 | $168,632-90.8% | $147,614-89.5% | $125,391-87.6% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -7.02% | 77.65%-84.7pp | 61.98%-69.0pp | 282.22%-289.2pp |
| Employer contribution / active EE | $716 | $6,252-88.5% | $5,564-87.1% | $4,866-85.3% |
| Participant deferral / active EE | $2,623 | $5,507-52.4% | $4,895-46.4% | $5,352-51.0% |
| Admin fee / account holder | $717 | $13,580-94.7% | $11,611-93.8% | $9,540-92.5% |