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 | $17,189 | $78,422-78.1% | $95,952-82.1% | $79,858-78.5% |
| Participation rate | 44.2% | 73.5%-29.3pp | 77.1%-32.8pp | 69.6%-25.4pp |
| Annual return | 8.81% | 19.37%-10.6pp | 91.61%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,879 | $3,440-45.4% | $4,167-54.9% | $3,740-49.8% |
| Admin fee / account holder | $4,798 | $5,622-14.7% | $6,795-29.4% | $5,306-9.6% |