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 | $5,612 | $53,516-89.5% | $126,539-95.6% | $84,808-93.4% |
| Participation rate | 53.5% | 58.2%-4.8pp | 69.8%-16.3pp | 68.3%-14.8pp |
| Annual return | 12.67% | 58.34%-45.7pp | 425.95%-413.3pp | 40.90%-28.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $860 | $2,671-67.8% | $4,083-78.9% | $4,212-79.6% |
| Admin fee / account holder | $1,284 | $4,497-71.5% | $6,065-78.8% | $7,344-82.5% |