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 | $24,154 | $59,417-59.3% | $93,606-74.2% | $74,495-67.6% |
| Participation rate | 29.4% | 59.7%-30.2pp | 68.7%-39.3pp | 67.2%-37.8pp |
| Annual return | 10.07% | 81.83%-71.8pp | 133.20%-123.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $205 | $1,264-83.8% | $2,420-91.5% | $2,623-92.2% |
| Participant deferral / active EE | $1,591 | $3,050-47.8% | $4,411-63.9% | $4,346-63.4% |
| Admin fee / account holder | $4,761 | $3,021+57.6% | $8,285-42.5% | $1,942+145.2% |