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 | $9,971 | $65,685-84.8% | $57,179-82.6% | $273,961-96.4% |
| Participation rate | 68.8% | 78.3%-9.6pp | 75.3%-6.6pp | 83.0%-14.3pp |
| Annual return | -2.01% | 21.99%-24.0pp | 14.59%-16.6pp | 41.45%-43.5pp |
| Employer contribution / active EE | $186 | $3,279-94.3% | $2,682-93.1% | $4,869-96.2% |
| Participant deferral / active EE | $2,547 | $3,782-32.6% | $3,096-17.7% | $5,287-51.8% |
| Admin fee / account holder | $483 | $4,835-90.0% | $3,139-84.6% | $10,132-95.2% |