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 | $12,375 | $92,222-86.6% | $76,768-83.9% | $135,375-90.9% |
| Participation rate | 65.0% | 79.8%-14.8pp | 77.0%-12.0pp | 82.6%-17.6pp |
| Annual return | -15.30% | 5.46%-20.8pp | 2.43%-17.7pp | 519.73%-535.0pp |
| Employer contribution / active EE | $483 | $3,216-85.0% | $2,485-80.6% | $4,779-89.9% |
| Participant deferral / active EE | $2,543 | $4,509-43.6% | $3,852-34.0% | $5,609-54.7% |
| Admin fee / account holder | $684 | $10,748-93.6% | $6,675-89.8% | $10,827-93.7% |