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 | $21,343 | $56,767-62.4% | $101,794-79.0% | $85,563-75.1% |
| Participation rate | 19.6% | 57.6%-38.0pp | 69.2%-49.6pp | 66.0%-46.4pp |
| Annual return | 9.09% | 17.76%-8.7pp | 30.53%-21.4pp | 31.51%-22.4pp |
| Employer contribution / active EE | $78 | $1,112-93.0% | $2,289-96.6% | $2,654-97.0% |
| Participant deferral / active EE | $1,061 | $2,720-61.0% | $4,084-74.0% | $4,375-75.7% |
| Admin fee / account holder | $4,493 | $1,098+309.1% | $8,777-48.8% | $834+438.6% |