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 | $29,703 | $68,914-56.9% | $136,749-78.3% | $74,304-60.0% |
| Participation rate | 59.5% | 51.3%+8.1pp | 72.1%-12.7pp | 60.3%-0.9pp |
| Annual return | 12.00% | 16.34%-4.3pp | 24.33%-12.3pp | 29.43%-17.4pp |
| Employer contribution / active EE | $320 | $1,561-79.5% | $3,400-90.6% | $2,241-85.7% |
| Participant deferral / active EE | $1,684 | $2,541-33.7% | $4,692-64.1% | $3,767-55.3% |
| Admin fee / account holder | $1,376 | $3,149-56.3% | $11,386-87.9% | $2,969-53.7% |