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 | $13,211 | $64,324-79.5% | $118,925-88.9% | $79,858-83.5% |
| Participation rate | 66.7% | 64.9%+1.8pp | 75.4%-8.7pp | 69.6%-3.0pp |
| Annual return | 7.34% | 86.45%-79.1pp | 35.88%-28.5pp | 31.71%-24.4pp |
| Employer contribution / active EE | $318 | $1,836-82.7% | $3,263-90.3% | $2,471-87.1% |
| Participant deferral / active EE | $1,313 | $2,824-53.5% | $4,265-69.2% | $3,740-64.9% |
| Admin fee / account holder | $3,302 | $4,040-18.3% | $6,581-49.8% | $5,306-37.8% |