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 | $12,943 | $96,956-86.7% | $70,014-81.5% | $273,961-95.3% |
| Participation rate | 7.7% | 77.1%-69.4pp | 71.8%-64.1pp | 83.0%-75.3pp |
| Annual return | 0.72% | 12.93%-12.2pp | 12.99%-12.3pp | 41.45%-40.7pp |
| Employer contribution / active EE | $128 | $3,316-96.1% | $2,338-94.5% | $4,869-97.4% |
| Participant deferral / active EE | $1,292 | $3,744-65.5% | $2,931-55.9% | $5,287-75.6% |
| Admin fee / account holder | $38,524 | $7,934+385.6% | $4,380+779.5% | $10,132+280.2% |