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 | $2,587 | $39,122-93.4% | $57,179-95.5% | $62,891-95.9% |
| Participation rate | 61.5% | 70.5%-9.0pp | 75.3%-13.8pp | 69.3%-7.8pp |
| Annual return | -1.80% | 9.23%-11.0pp | 14.59%-16.4pp | 20.14%-21.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,023 | $2,374-56.9% | $3,096-67.0% | $3,203-68.1% |
| Admin fee / account holder | $954 | $2,592-63.2% | $3,139-69.6% | $4,296-77.8% |