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 | $17,460 | $124,319-86.0% | $111,297-84.3% | $167,490-89.6% |
| Participation rate | 61.9% | 79.6%-17.7pp | 77.3%-15.4pp | 82.1%-20.2pp |
| Annual return | 6.81% | 37.44%-30.6pp | 54.65%-47.8pp | 478.56%-471.8pp |
| Employer contribution / active EE | $166 | $3,435-95.2% | $2,731-93.9% | $4,837-96.6% |
| Participant deferral / active EE | $1,963 | $5,180-62.1% | $4,487-56.3% | $6,341-69.0% |
| Admin fee / account holder | $7,181 | $10,618-32.4% | $7,964-9.8% | $12,309-41.7% |