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 | $34,479 | $146,267-76.4% | $197,124-82.5% | $82,448-58.2% |
| Participation rate | 62.2% | 84.0%-21.8pp | 86.7%-24.5pp | 68.1%-5.8pp |
| Annual return | 12.36% | 29.61%-17.2pp | 44.34%-32.0pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,431 | $7,035-22.8% | $9,135-40.5% | $4,139+31.2% |
| Admin fee / account holder | $4,633 | $14,422-67.9% | $16,298-71.6% | $7,234-36.0% |