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 | $22,583 | $62,586-63.9% | $76,768-70.6% | $64,186-64.8% |
| Participation rate | 41.7% | 72.8%-31.1pp | 77.0%-35.3pp | 69.6%-27.9pp |
| Annual return | -11.67% | -1.95%-9.7pp | 2.43%-14.1pp | 7.63%-19.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,717 | $3,145+18.2% | $3,852-3.5% | $3,470+7.1% |
| Admin fee / account holder | $7,286 | $4,667+56.1% | $6,675+9.2% | $4,888+49.1% |