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 | $29,037 | $87,841-66.9% | $133,980-78.3% | $62,891-53.8% |
| Participation rate | 69.1% | 83.4%-14.3pp | 87.1%-18.0pp | 69.3%-0.2pp |
| Annual return | -5.36% | 12.05%-17.4pp | 29.30%-34.7pp | 20.14%-25.5pp |
| Employer contribution / active EE | $393 | $3,483-88.7% | $5,211-92.5% | $2,281-82.8% |
| Participant deferral / active EE | $3,606 | $4,812-25.1% | $6,282-42.6% | $3,203+12.6% |
| Admin fee / account holder | $8,843 | $5,371+64.6% | $9,324-5.2% | $4,296+105.9% |