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 | $17,027 | $91,552-81.4% | $133,956-87.3% | $79,858-78.7% |
| Participation rate | 51.7% | 73.3%-21.6pp | 79.8%-28.1pp | 69.6%-17.9pp |
| Annual return | 6.23% | 61.85%-55.6pp | 45.09%-38.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $456 | $2,384-80.9% | $3,919-88.4% | $2,471-81.5% |
| Participant deferral / active EE | $2,157 | $3,733-42.2% | $5,048-57.3% | $3,740-42.3% |
| Admin fee / account holder | $668 | $6,321-89.4% | $8,927-92.5% | $5,306-87.4% |