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 9-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 | $6,467 | $72,277-91.1% | $101,248-93.6% | $79,858-91.9% |
| Participation rate | 28.0% | 68.5%-40.5pp | 75.8%-47.8pp | 69.6%-41.6pp |
| Annual return | 5.24% | 22.30%-17.1pp | 46.47%-41.2pp | 31.71%-26.5pp |
| Employer contribution / active EE | $202 | $2,692-92.5% | $3,660-94.5% | $2,471-91.8% |
| Participant deferral / active EE | $2,015 | $3,282-38.6% | $4,370-53.9% | $3,740-46.1% |
| Admin fee / account holder | $883 | $4,400-79.9% | $5,945-85.2% | $5,306-83.4% |