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 | $6,197 | $60,323-89.7% | $81,812-92.4% | $74,495-91.7% |
| Participation rate | 39.1% | 62.9%-23.8pp | 72.3%-33.2pp | 67.2%-28.1pp |
| Annual return | 3.08% | 16.90%-13.8pp | 773.79%-770.7pp | 1364.94%-1361.9pp |
| Employer contribution / active EE | $218 | $2,620-91.7% | $2,912-92.5% | $2,623-91.7% |
| Participant deferral / active EE | $1,307 | $3,387-61.4% | $4,319-69.7% | $4,346-69.9% |
| Admin fee / account holder | $8,196 | $1,486+451.6% | $7,386+11.0% | $1,942+322.1% |