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 4-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 | $2,238 | $56,053-96.0% | $75,972-97.1% | $80,856-97.2% |
| Participation rate | 68.2% | 62.0%+6.1pp | 69.1%-0.9pp | 67.6%+0.5pp |
| Annual return | 9.84% | 20.53%-10.7pp | 359.55%-349.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $358 | $1,874-80.9% | $2,685-86.7% | $2,755-87.0% |
| Participant deferral / active EE | $1,954 | $3,052-36.0% | $4,255-54.1% | $4,296-54.5% |
| Admin fee / account holder | $375 | $5,234-92.8% | $6,467-94.2% | $6,918-94.6% |