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 8-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 | $273 | $81,248-99.7% | $155,509-99.8% | $80,856-99.7% |
| Participation rate | 48.3% | 66.2%-18.0pp | 78.2%-29.9pp | 67.6%-19.4pp |
| Annual return | 4.89% | 33.31%-28.4pp | 64.67%-59.8pp | 35.59%-30.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,472 | $3,452-57.3% | $5,626-73.8% | $4,296-65.7% |
| Admin fee / account holder | $2,056 | $7,997-74.3% | $15,912-87.1% | $6,918-70.3% |