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 6-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 | $15,878 | $102,317-84.5% | $146,958-89.2% | $80,856-80.4% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.2%-17.9pp | 67.6%-3.4pp |
| Annual return | 11.33% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $611 | $3,713-83.5% | $4,933-87.6% | $2,755-77.8% |
| Participant deferral / active EE | $3,384 | $6,644-49.1% | $8,070-58.1% | $4,296-21.2% |
| Admin fee / account holder | $1,055 | $7,941-86.7% | $12,998-91.9% | $6,918-84.8% |