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 | $15,574 | $104,251-85.1% | $91,001-82.9% | $147,584-89.4% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 3.36% | 27.06%-23.7pp | 4.60%-1.2pp | 578.55%-575.2pp |
| Employer contribution / active EE | $104 | $3,116-96.7% | $2,456-95.8% | $4,876-97.9% |
| Participant deferral / active EE | $1,835 | $4,195-56.3% | $3,547-48.3% | $5,439-66.3% |
| Admin fee / account holder | $15,726 | $8,948+75.7% | $5,417+190.3% | $10,885+44.5% |