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 4-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 | $13,717 | $64,480-78.7% | $81,382-83.1% | $80,856-83.0% |
| Participation rate | 30.2% | 63.9%-33.6pp | 69.5%-39.3pp | 67.6%-37.4pp |
| Annual return | 9.38% | 16.34%-7.0pp | 24.73%-15.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,069 | $3,094-65.4% | $3,883-72.5% | $4,296-75.1% |
| Admin fee / account holder | $1,655 | $5,671-70.8% | $5,768-71.3% | $6,918-76.1% |