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 | $9,789 | $209,411-95.3% | $178,490-94.5% | $158,922-93.8% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 3.30% | 188.75%-185.5pp | 151.07%-147.8pp | 302.83%-299.5pp |
| Employer contribution / active EE | $670 | $5,706-88.3% | $5,011-86.6% | $4,761-85.9% |
| Participant deferral / active EE | $2,552 | $5,954-57.1% | $5,202-50.9% | $5,982-57.3% |
| Admin fee / account holder | $7,200 | $17,074-57.8% | $13,984-48.5% | $11,246-36.0% |