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 | $9,251 | $209,411-95.6% | $178,490-94.8% | $158,922-94.2% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 2.04% | 188.75%-186.7pp | 151.07%-149.0pp | 302.83%-300.8pp |
| Employer contribution / active EE | $559 | $5,706-90.2% | $5,011-88.8% | $4,761-88.3% |
| Participant deferral / active EE | $2,031 | $5,954-65.9% | $5,202-61.0% | $5,982-66.0% |
| Admin fee / account holder | $23,615 | $17,074+38.3% | $13,984+68.9% | $11,246+110.0% |