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 7-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 | $2,882 | $124,281-97.7% | $109,143-97.4% | $167,490-98.3% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 1.96% | 26.04%-24.1pp | 25.75%-23.8pp | 478.56%-476.6pp |
| Employer contribution / active EE | $733 | $4,207-82.6% | $3,722-80.3% | $4,837-84.8% |
| Participant deferral / active EE | $2,181 | $5,255-58.5% | $4,653-53.1% | $6,341-65.6% |
| Admin fee / account holder | $26,517 | $7,970+232.7% | $6,752+292.7% | $12,309+115.4% |