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 | $10,720 | $78,694-86.4% | $67,652-84.2% | $125,391-91.5% |
| Participation rate | 46.7% | 78.8%-32.1pp | 75.7%-29.0pp | 83.2%-36.5pp |
| Annual return | -4.01% | 9.46%-13.5pp | 6625.04%-6629.0pp | 282.22%-286.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,914 | $4,292-32.1% | $3,560-18.1% | $5,352-45.5% |
| Admin fee / account holder | $3,605 | $7,403-51.3% | $4,821-25.2% | $9,540-62.2% |