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 | $32,632 | $109,413-70.2% | $156,263-79.1% | $84,808-61.5% |
| Participation rate | 42.4% | 72.7%-30.3pp | 78.9%-36.5pp | 68.3%-25.9pp |
| Annual return | 9.22% | 20.18%-11.0pp | 59.47%-50.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $515 | $2,907-82.3% | $4,333-88.1% | $2,631-80.4% |
| Participant deferral / active EE | $3,921 | $4,590-14.6% | $6,158-36.3% | $4,212-6.9% |
| Admin fee / account holder | $17,037 | $9,357+82.1% | $14,255+19.5% | $7,344+132.0% |