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 9-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 | $10,046 | $71,050-85.9% | $93,606-89.3% | $80,856-87.6% |
| Participation rate | 26.7% | 60.4%-33.7pp | 68.7%-42.0pp | 67.6%-40.9pp |
| Annual return | 5.59% | 11.26%-5.7pp | 133.20%-127.6pp | 35.59%-30.0pp |
| Employer contribution / active EE | $355 | $1,564-77.3% | $2,420-85.3% | $2,755-87.1% |
| Participant deferral / active EE | $1,629 | $4,034-59.6% | $4,411-63.1% | $4,296-62.1% |
| Admin fee / account holder | $1,988 | $6,945-71.4% | $8,285-76.0% | $6,918-71.3% |