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 | $21,095 | $71,883-70.7% | $86,677-75.7% | $68,494-69.2% |
| Participation rate | 69.2% | 72.2%-3.0pp | 76.6%-7.3pp | 67.9%+1.3pp |
| Annual return | -20.43% | 3.52%-24.0pp | 35.91%-56.3pp | -7.84%-12.6pp |
| Employer contribution / active EE | $232 | $2,173-89.3% | $2,836-91.8% | $2,596-91.1% |
| Participant deferral / active EE | $1,943 | $3,779-48.6% | $4,656-58.3% | $4,027-51.8% |
| Admin fee / account holder | $4,614 | $6,112-24.5% | $7,493-38.4% | $5,403-14.6% |