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 | $18,448 | $73,933-75.0% | $96,683-80.9% | $75,163-75.5% |
| Participation rate | 64.4% | 66.4%-2.0pp | 74.3%-9.9pp | 67.2%-2.7pp |
| Annual return | 13.01% | 26.70%-13.7pp | 35.69%-22.7pp | 160.62%-147.6pp |
| Employer contribution / active EE | $387 | $2,928-86.8% | $3,737-89.7% | $2,670-85.5% |
| Participant deferral / active EE | $2,483 | $3,659-32.1% | $4,878-49.1% | $4,125-39.8% |
| Admin fee / account holder | $562 | $5,216-89.2% | $6,730-91.6% | $5,651-90.1% |