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 | $15,221 | $72,177-78.9% | $115,037-86.8% | $59,632-74.5% |
| Participation rate | 38.5% | 72.6%-34.1pp | 81.4%-42.9pp | 68.7%-30.2pp |
| Annual return | -5.80% | 12.02%-17.8pp | 26.14%-31.9pp | 2041.28%-2047.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,938 | $4,783+3.2% | $6,026-18.1% | $3,192+54.7% |
| Admin fee / account holder | $1,027 | $4,927-79.2% | $8,175-87.4% | $4,297-76.1% |