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 | $14,702 | $61,660-76.2% | $80,019-81.6% | $64,186-77.1% |
| Participation rate | 14.9% | 71.7%-56.8pp | 75.8%-60.9pp | 69.6%-54.7pp |
| Annual return | -7.73% | -0.33%-7.4pp | 11.22%-18.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $107 | $1,810-94.1% | $2,468-95.7% | $2,381-95.5% |
| Participant deferral / active EE | $1,353 | $2,968-54.4% | $3,686-63.3% | $3,470-61.0% |
| Admin fee / account holder | $3,857 | $5,417-28.8% | $6,521-40.8% | $4,888-21.1% |