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 | $4,348 | $171,865-97.5% | $149,718-97.1% | $147,584-97.1% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 6.78% | 2113.22%-2106.4pp | 1501.63%-1494.8pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,038 | $6,275-83.5% | $5,445-80.9% | $4,876-78.7% |
| Participant deferral / active EE | $3,607 | $7,271-50.4% | $6,569-45.1% | $5,439-33.7% |
| Admin fee / account holder | $10,666 | $13,799-22.7% | $11,283-5.5% | $10,885-2.0% |