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 | $24,785 | $181,894-86.4% | $156,549-84.2% | $273,961-91.0% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | -6.69% | 30.74%-37.4pp | 32.23%-38.9pp | 41.45%-48.1pp |
| Employer contribution / active EE | $436 | $6,248-93.0% | $5,501-92.1% | $4,869-91.0% |
| Participant deferral / active EE | $10,526 | $5,550+89.7% | $4,871+116.1% | $5,287+99.1% |
| Admin fee / account holder | $401 | $15,559-97.4% | $13,027-96.9% | $10,132-96.0% |