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 | $10,323 | $77,634-86.7% | $156,549-93.4% | $62,891-83.6% |
| Participation rate | 39.3% | 71.2%-31.9pp | 84.0%-44.7pp | 69.3%-30.0pp |
| Annual return | 0.62% | 50.32%-49.7pp | 32.23%-31.6pp | 20.14%-19.5pp |
| Employer contribution / active EE | $120 | $3,444-96.5% | $5,501-97.8% | $2,281-94.7% |
| Participant deferral / active EE | $1,109 | $3,045-63.6% | $4,871-77.2% | $3,203-65.4% |
| Admin fee / account holder | $22,189 | $5,561+299.0% | $13,027+70.3% | $4,296+416.6% |