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 | $14,444 | $58,512-75.3% | $84,015-82.8% | $72,985-80.2% |
| Participation rate | 36.1% | 61.2%-25.1pp | 69.0%-32.9pp | 69.5%-33.3pp |
| Annual return | 16.07% | 28.93%-12.9pp | 71.31%-55.2pp | 81.00%-64.9pp |
| Employer contribution / active EE | $195 | $1,163-83.3% | $1,983-90.2% | $2,440-92.0% |
| Participant deferral / active EE | $1,258 | $2,394-47.4% | $3,239-61.2% | $3,607-65.1% |
| Admin fee / account holder | $304 | $4,569-93.3% | $6,101-95.0% | $5,124-94.1% |