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 | $9,382 | $198,466-95.3% | $170,442-94.5% | $147,584-93.6% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | 4.44% | 257.29%-252.9pp | 205.93%-201.5pp | 578.55%-574.1pp |
| Employer contribution / active EE | $768 | $6,184-87.6% | $5,433-85.9% | $4,876-84.3% |
| Participant deferral / active EE | $2,787 | $5,629-50.5% | $4,939-43.6% | $5,439-48.8% |
| Admin fee / account holder | $27,180 | $16,852+61.3% | $13,880+95.8% | $10,885+149.7% |