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 | $10,622 | $111,754-90.5% | $103,333-89.7% | $145,922-92.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 2.31% | 24.77%-22.5pp | 24.88%-22.6pp | 561.29%-559.0pp |
| Employer contribution / active EE | $313 | $4,212-92.6% | $3,868-91.9% | $4,660-93.3% |
| Participant deferral / active EE | $2,811 | $5,619-50.0% | $5,057-44.4% | $6,688-58.0% |
| Admin fee / account holder | $17,129 | $9,750+75.7% | $8,355+105.0% | $13,397+27.9% |