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 | $10,251 | $80,731-87.3% | $103,374-90.1% | $74,546-86.2% |
| Participation rate | 35.5% | 65.7%-30.1pp | 74.5%-39.0pp | 67.2%-31.7pp |
| Annual return | 9.44% | 27.56%-18.1pp | 24.89%-15.4pp | 1366.03%-1356.6pp |
| Employer contribution / active EE | $524 | $3,158-83.4% | $3,869-86.5% | $2,624-80.0% |
| Participant deferral / active EE | $1,780 | $3,860-53.9% | $5,058-64.8% | $4,347-59.0% |
| Admin fee / account holder | $1,343 | $2,369-43.3% | $8,394-84.0% | $1,944-30.9% |