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 | $14,327 | $135,952-89.5% | $123,892-88.4% | $273,961-94.8% |
| Participation rate | 42.1% | 84.1%-42.0pp | 81.4%-39.3pp | 83.0%-40.9pp |
| Annual return | 2.64% | 56.63%-54.0pp | 47.52%-44.9pp | 41.45%-38.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,477 | $6,343-45.2% | $5,984-41.9% | $5,287-34.2% |
| Admin fee / account holder | $22,213 | $9,817+126.3% | $8,357+165.8% | $10,132+119.2% |