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 | $21,155 | $67,606-68.7% | $82,313-74.3% | $70,131-69.8% |
| Participation rate | 54.5% | 72.8%-18.2pp | 76.9%-22.3pp | 69.5%-15.0pp |
| Annual return | 9.96% | 21.57%-11.6pp | 25.88%-15.9pp | 73.14%-63.2pp |
| Employer contribution / active EE | $252 | $1,755-85.6% | $2,428-89.6% | $2,342-89.2% |
| Participant deferral / active EE | $1,925 | $2,987-35.5% | $3,706-48.1% | $3,332-42.2% |
| Admin fee / account holder | $9,981 | $4,512+121.2% | $5,608+78.0% | $4,645+114.9% |