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 | $9,381 | $153,772-93.9% | $133,980-93.0% | $273,961-96.6% |
| Participation rate | 42.9% | 88.4%-45.5pp | 87.1%-44.2pp | 83.0%-40.2pp |
| Annual return | 3.17% | 36.51%-33.3pp | 29.30%-26.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,042 | $6,029-82.7% | $5,211-80.0% | $4,869-78.6% |
| Participant deferral / active EE | $2,537 | $6,958-63.5% | $6,282-59.6% | $5,287-52.0% |
| Admin fee / account holder | $1,467 | $11,765-87.5% | $9,324-84.3% | $10,132-85.5% |