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 | $16,912 | $217,402-92.2% | $185,823-90.9% | $167,490-89.9% |
| Participation rate | 30.8% | 86.0%-55.3pp | 81.7%-50.9pp | 82.1%-51.3pp |
| Annual return | 5.43% | 148.36%-142.9pp | 122.05%-116.6pp | 478.56%-473.1pp |
| Employer contribution / active EE | $807 | $5,873-86.3% | $5,167-84.4% | $4,837-83.3% |
| Participant deferral / active EE | $2,928 | $6,356-53.9% | $5,568-47.4% | $6,341-53.8% |
| Admin fee / account holder | $14,655 | $19,811-26.0% | $16,237-9.7% | $12,309+19.1% |