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 | $26,098 | $80,968-67.8% | $96,544-73.0% | $75,163-65.3% |
| Participation rate | 68.6% | 71.8%-3.2pp | 76.0%-7.4pp | 67.2%+1.4pp |
| Annual return | 10.47% | 27.06%-16.6pp | 25.84%-15.4pp | 160.62%-150.1pp |
| Employer contribution / active EE | $257 | $2,282-88.8% | $2,965-91.3% | $2,670-90.4% |
| Participant deferral / active EE | $2,631 | $3,928-33.0% | $4,851-45.8% | $4,125-36.2% |
| Admin fee / account holder | $757 | $6,724-88.7% | $8,252-90.8% | $5,651-86.6% |