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 6-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 | $14,171 | $86,286-83.6% | $111,297-87.3% | $85,850-83.5% |
| Participation rate | 69.4% | 73.3%-3.9pp | 77.3%-7.9pp | 69.3%+0.1pp |
| Annual return | 8.09% | 19.99%-11.9pp | 54.65%-46.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $12 | $2,043-99.4% | $2,731-99.6% | $2,565-99.5% |
| Participant deferral / active EE | $1,900 | $3,641-47.8% | $4,487-57.6% | $3,952-51.9% |
| Admin fee / account holder | $8,954 | $8,188+9.4% | $7,964+12.4% | $6,260+43.0% |