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 | $5,282 | $84,233-93.7% | $170,442-96.9% | $70,131-92.5% |
| Participation rate | 52.4% | 70.8%-18.5pp | 83.6%-31.2pp | 69.5%-17.2pp |
| Annual return | 9.53% | 23.06%-13.5pp | 205.93%-196.4pp | 73.14%-63.6pp |
| Employer contribution / active EE | $332 | $3,387-90.2% | $5,433-93.9% | $2,342-85.8% |
| Participant deferral / active EE | $985 | $3,086-68.1% | $4,939-80.1% | $3,332-70.4% |
| Admin fee / account holder | $601 | $5,698-89.4% | $13,880-95.7% | $4,645-87.1% |