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 | $16,938 | $48,364-65.0% | $71,796-76.4% | $62,891-73.1% |
| Participation rate | 22.9% | 60.6%-37.7pp | 69.1%-46.2pp | 69.3%-46.4pp |
| Annual return | -3.40% | 13.16%-16.6pp | 78.04%-81.4pp | 20.14%-23.5pp |
| Employer contribution / active EE | $145 | $1,042-86.1% | $1,924-92.5% | $2,281-93.7% |
| Participant deferral / active EE | $1,030 | $2,091-50.7% | $2,794-63.1% | $3,203-67.8% |
| Admin fee / account holder | $4,215 | $3,771+11.8% | $4,815-12.5% | $4,296-1.9% |