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 | $14,100 | $63,355-77.7% | $91,989-84.7% | $72,985-80.7% |
| Participation rate | 44.4% | 72.5%-28.1pp | 78.6%-34.2pp | 69.5%-25.0pp |
| Annual return | 16.09% | 35.35%-19.3pp | 69.02%-52.9pp | 81.00%-64.9pp |
| Employer contribution / active EE | $48 | $2,116-97.7% | $3,452-98.6% | $2,440-98.0% |
| Participant deferral / active EE | $2,383 | $4,883-51.2% | $5,923-59.8% | $3,607-33.9% |
| Admin fee / account holder | $1,530 | $4,668-67.2% | $7,743-80.2% | $5,124-70.1% |