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 8-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 | $9,468 | $57,281-83.5% | $86,612-89.1% | $75,163-87.4% |
| Participation rate | 27.8% | 63.2%-35.4pp | 71.7%-43.9pp | 67.2%-39.4pp |
| Annual return | 9.97% | 2670.75%-2660.8pp | 591.07%-581.1pp | 160.62%-150.6pp |
| Employer contribution / active EE | $105 | $2,314-95.5% | $3,022-96.5% | $2,670-96.1% |
| Participant deferral / active EE | $1,249 | $3,318-62.4% | $4,438-71.9% | $4,125-69.7% |
| Admin fee / account holder | $447 | $4,112-89.1% | $5,614-92.0% | $5,651-92.1% |