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 | $13,629 | $53,777-74.7% | $134,143-89.8% | $79,858-82.9% |
| Participation rate | 53.6% | 58.8%-5.2pp | 72.2%-18.6pp | 69.6%-16.1pp |
| Annual return | 9.21% | 19.01%-9.8pp | 36.33%-27.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,384 | $2,420-42.8% | $3,499-60.5% | $3,740-63.0% |
| Admin fee / account holder | $767 | $3,984-80.7% | $6,684-88.5% | $5,306-85.5% |