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 | $11,465 | $81,460-85.9% | $103,333-88.9% | $80,856-85.8% |
| Participation rate | 56.3% | 66.8%-10.5pp | 74.5%-18.2pp | 67.6%-11.3pp |
| Annual return | 6.19% | 25.55%-19.4pp | 24.88%-18.7pp | 35.59%-29.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,666 | $3,869-31.1% | $5,057-47.3% | $4,296-37.9% |
| Admin fee / account holder | $2,613 | $6,566-60.2% | $8,355-68.7% | $6,918-62.2% |