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 | $16,261 | $92,222-82.4% | $76,768-78.8% | $135,375-88.0% |
| Participation rate | 57.9% | 79.8%-21.9pp | 77.0%-19.1pp | 82.6%-24.7pp |
| Annual return | -9.49% | 5.46%-14.9pp | 2.43%-11.9pp | 519.73%-529.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,390 | $4,509-47.0% | $3,852-38.0% | $5,609-57.4% |
| Admin fee / account holder | $2,956 | $10,748-72.5% | $6,675-55.7% | $10,827-72.7% |