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 | $1,624 | $117,841-98.6% | $102,423-98.4% | $145,922-98.9% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 3.83% | 31.65%-27.8pp | 29.32%-25.5pp | 561.29%-557.5pp |
| Employer contribution / active EE | $797 | $3,615-78.0% | $3,023-73.7% | $4,660-82.9% |
| Participant deferral / active EE | $1,983 | $5,731-65.4% | $5,053-60.7% | $6,688-70.3% |
| Admin fee / account holder | $236,091 | $13,326+1671.7% | $9,451+2398.1% | $13,397+1662.3% |