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 6-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 | $7,334 | $165,984-95.6% | $164,813-95.5% | $145,922-95.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 5.50% | 100.03%-94.5pp | 69.93%-64.4pp | 561.29%-555.8pp |
| Employer contribution / active EE | $1,119 | $5,273-78.8% | $4,341-74.2% | $4,660-76.0% |
| Participant deferral / active EE | $3,079 | $6,959-55.8% | $6,031-49.0% | $6,688-54.0% |
| Admin fee / account holder | $8,655 | $16,648-48.0% | $12,690-31.8% | $13,397-35.4% |