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 | $20,462 | $58,828-65.2% | $77,999-73.8% | $62,891-67.5% |
| Participation rate | 58.7% | 71.1%-12.4pp | 75.5%-16.8pp | 69.3%-10.6pp |
| Annual return | 3.60% | 17.16%-13.6pp | 425.96%-422.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,501 | $2,686-6.9% | $3,497-28.5% | $3,203-21.9% |
| Admin fee / account holder | $1,132 | $4,393-74.2% | $5,480-79.3% | $4,296-73.7% |