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 | $25,680 | $181,894-85.9% | $156,549-83.6% | $273,961-90.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | -6.00% | 30.74%-36.7pp | 32.23%-38.2pp | 41.45%-47.4pp |
| Employer contribution / active EE | $469 | $6,248-92.5% | $5,501-91.5% | $4,869-90.4% |
| Participant deferral / active EE | $3,391 | $5,550-38.9% | $4,871-30.4% | $5,287-35.9% |
| Admin fee / account holder | $1,955 | $15,559-87.4% | $13,027-85.0% | $10,132-80.7% |