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 | $17,782 | $82,032-78.3% | $123,104-85.6% | $59,632-70.2% |
| Participation rate | 52.6% | 83.2%-30.6pp | 86.8%-34.1pp | 68.7%-16.0pp |
| Annual return | -2.88% | 5.12%-8.0pp | 13.22%-16.1pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,068 | $4,667-34.3% | $6,230-50.8% | $3,192-3.9% |
| Admin fee / account holder | $573 | $5,881-90.3% | $9,015-93.6% | $4,297-86.7% |