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 | $725 | $22,587-96.8% | $65,255-98.9% | $75,163-99.0% |
| Participation rate | 3.7% | 63.1%-59.4pp | 65.0%-61.3pp | 67.2%-63.5pp |
| Annual return | 10.13% | 71.03%-60.9pp | 47.35%-37.2pp | 160.62%-150.5pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,117 | $1,695-34.1% | $2,831-60.6% | $4,125-72.9% |
| Admin fee / account holder | $28,686 | $1,876+1429.4% | $4,112+597.6% | $5,651+407.6% |