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 5-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 | $2,821 | $85,022-96.7% | $70,515-96.0% | $139,434-98.0% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 10.36% | 30.38%-20.0pp | 32.77%-22.4pp | 372.94%-362.6pp |
| Employer contribution / active EE | $398 | $3,909-89.8% | $2,973-86.6% | $4,751-91.6% |
| Participant deferral / active EE | $1,194 | $5,890-79.7% | $4,567-73.9% | $6,710-82.2% |
| Admin fee / account holder | $17,536 | $8,906+96.9% | $6,412+173.5% | $11,403+53.8% |