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 | $17,963 | $144,119-87.5% | $117,854-84.8% | $147,584-87.8% |
| Participation rate | 27.3% | 83.4%-56.1pp | 79.7%-52.4pp | 82.8%-55.6pp |
| Annual return | 7.43% | 531.15%-523.7pp | 335.08%-327.6pp | 578.55%-571.1pp |
| Employer contribution / active EE | $592 | $4,896-87.9% | $3,786-84.4% | $4,876-87.9% |
| Participant deferral / active EE | $1,608 | $5,316-69.7% | $4,482-64.1% | $5,439-70.4% |
| Admin fee / account holder | $3,871 | $10,886-64.4% | $8,020-51.7% | $10,885-64.4% |