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 | $9,367 | $124,319-92.5% | $111,297-91.6% | $167,490-94.4% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 6.52% | 37.44%-30.9pp | 54.65%-48.1pp | 478.56%-472.0pp |
| Employer contribution / active EE | $333 | $3,435-90.3% | $2,731-87.8% | $4,837-93.1% |
| Participant deferral / active EE | $2,327 | $5,180-55.1% | $4,487-48.2% | $6,341-63.3% |
| Admin fee / account holder | $9,369 | $10,618-11.8% | $7,964+17.7% | $12,309-23.9% |