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 | $5,189 | $91,190-94.3% | $178,490-97.1% | $79,858-93.5% |
| Participation rate | 51.4% | 69.2%-17.8pp | 81.9%-30.6pp | 69.6%-18.3pp |
| Annual return | 4.57% | 24.19%-19.6pp | 151.07%-146.5pp | 31.71%-27.1pp |
| Employer contribution / active EE | $127 | $3,256-96.1% | $5,011-97.5% | $2,471-94.9% |
| Participant deferral / active EE | $1,610 | $3,236-50.2% | $5,202-69.0% | $3,740-57.0% |
| Admin fee / account holder | $754 | $6,751-88.8% | $13,984-94.6% | $5,306-85.8% |