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 5-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 | $758 | $51,175-98.5% | $70,515-98.9% | $75,163-99.0% |
| Participation rate | 28.0% | 60.9%-32.9pp | 68.3%-40.3pp | 67.2%-39.2pp |
| Annual return | 1.30% | 30.02%-28.7pp | 32.77%-31.5pp | 160.62%-159.3pp |
| Employer contribution / active EE | $222 | $1,826-87.8% | $2,973-92.5% | $2,670-91.7% |
| Participant deferral / active EE | $1,416 | $2,849-50.3% | $4,567-69.0% | $4,125-65.7% |
| Admin fee / account holder | $20,858 | $4,091+409.9% | $6,412+225.3% | $5,651+269.1% |