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 | $9,093 | $51,576-82.4% | $129,207-93.0% | $80,856-88.8% |
| Participation rate | 67.9% | 57.0%+10.9pp | 69.6%-1.7pp | 67.6%+0.3pp |
| Annual return | 7.99% | 20.81%-12.8pp | 9417.33%-9409.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $152 | $1,584-90.4% | $4,153-96.3% | $2,755-94.5% |
| Participant deferral / active EE | $849 | $2,669-68.2% | $4,168-79.6% | $4,296-80.2% |
| Admin fee / account holder | $2,562 | $4,305-40.5% | $7,715-66.8% | $6,918-63.0% |