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 | $10,336 | $49,791-79.2% | $78,210-86.8% | $70,131-85.3% |
| Participation rate | 46.2% | 62.3%-16.1pp | 68.7%-22.6pp | 69.5%-23.4pp |
| Annual return | 10.58% | 20.75%-10.2pp | 40.90%-30.3pp | 73.14%-62.6pp |
| Employer contribution / active EE | $195 | $1,430-86.3% | $2,034-90.4% | $2,342-91.7% |
| Participant deferral / active EE | $1,079 | $2,150-49.8% | $2,823-61.8% | $3,332-67.6% |
| Admin fee / account holder | $3,103 | $3,181-2.5% | $3,758-17.4% | $4,645-33.2% |