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 | $25,662 | $168,632-84.8% | $147,614-82.6% | $125,391-79.5% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -3.89% | 77.65%-81.5pp | 61.98%-65.9pp | 282.22%-286.1pp |
| Employer contribution / active EE | $1,198 | $6,252-80.8% | $5,564-78.5% | $4,866-75.4% |
| Participant deferral / active EE | $5,241 | $5,507-4.8% | $4,895+7.1% | $5,352-2.1% |
| Admin fee / account holder | $3,808 | $13,580-72.0% | $11,611-67.2% | $9,540-60.1% |