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 | $15,829 | $93,571-83.1% | $135,903-88.4% | $75,163-78.9% |
| Participation rate | 8.6% | 75.2%-66.6pp | 81.9%-73.3pp | 67.2%-58.6pp |
| Annual return | 6.17% | 30.90%-24.7pp | 68.23%-62.1pp | 160.62%-154.4pp |
| Employer contribution / active EE | $596 | $3,537-83.1% | $4,856-87.7% | $2,670-77.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,109 | $6,975-84.1% | $10,762-89.7% | $5,651-80.4% |