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 | $20,575 | $70,428-70.8% | $96,562-78.7% | $85,850-76.0% |
| Participation rate | 29.3% | 61.8%-32.5pp | 69.8%-40.5pp | 69.3%-40.0pp |
| Annual return | 10.52% | 18.59%-8.1pp | 37.78%-27.3pp | 318.53%-308.0pp |
| Employer contribution / active EE | $227 | $1,413-83.9% | $2,356-90.4% | $2,565-91.1% |
| Participant deferral / active EE | $1,570 | $2,894-45.8% | $3,849-59.2% | $3,952-60.3% |
| Admin fee / account holder | $977 | $4,997-80.4% | $6,181-84.2% | $6,260-84.4% |