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 | $8,464 | $81,233-89.6% | $155,567-94.6% | $80,874-89.5% |
| Participation rate | 52.0% | 66.2%-14.2pp | 78.2%-26.2pp | 67.6%-15.6pp |
| Annual return | 10.35% | 33.33%-23.0pp | 64.74%-54.4pp | 35.62%-25.3pp |
| Employer contribution / active EE | $242 | $3,101-92.2% | $4,674-94.8% | $2,756-91.2% |
| Participant deferral / active EE | $1,268 | $3,452-63.3% | $5,628-77.5% | $4,297-70.5% |
| Admin fee / account holder | $381 | $7,998-95.2% | $15,916-97.6% | $6,935-94.5% |