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 9-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 | $12,909 | $117,841-89.0% | $102,423-87.4% | $145,922-91.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.10% | 31.65%-23.5pp | 29.32%-21.2pp | 561.29%-553.2pp |
| Employer contribution / active EE | $222 | $3,615-93.9% | $3,023-92.7% | $4,660-95.2% |
| Participant deferral / active EE | $2,251 | $5,731-60.7% | $5,053-55.5% | $6,688-66.3% |
| Admin fee / account holder | $37,914 | $13,326+184.5% | $9,451+301.2% | $13,397+183.0% |