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 8-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 | $12,321 | $58,523-78.9% | $99,443-87.6% | $72,985-83.1% |
| Participation rate | 33.3% | 64.6%-31.3pp | 73.8%-40.5pp | 69.5%-36.2pp |
| Annual return | -6.29% | 28.51%-34.8pp | 30.72%-37.0pp | 81.00%-87.3pp |
| Employer contribution / active EE | $190 | $1,512-87.4% | $2,540-92.5% | $2,440-92.2% |
| Participant deferral / active EE | $3,054 | $2,606+17.2% | $3,619-15.6% | $3,607-15.3% |
| Admin fee / account holder | $2,586 | $4,102-37.0% | $6,250-58.6% | $5,124-49.5% |