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 | $13,491 | $46,869-71.2% | $122,332-89.0% | $70,131-80.8% |
| Participation rate | 48.4% | 58.2%-9.8pp | 71.6%-23.2pp | 69.5%-21.2pp |
| Annual return | 9.03% | 24.22%-15.2pp | 30.27%-21.2pp | 73.14%-64.1pp |
| Employer contribution / active EE | $214 | $1,288-83.4% | $4,050-94.7% | $2,342-90.9% |
| Participant deferral / active EE | $1,542 | $2,166-28.8% | $3,287-53.1% | $3,332-53.7% |
| Admin fee / account holder | $5,244 | $3,322+57.8% | $5,478-4.3% | $4,645+12.9% |