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 | $21,922 | $62,586-65.0% | $76,768-71.4% | $64,186-65.8% |
| Participation rate | 32.0% | 72.8%-40.8pp | 77.0%-45.0pp | 69.6%-37.6pp |
| Annual return | -9.32% | -1.95%-7.4pp | 2.43%-11.7pp | 7.63%-17.0pp |
| Employer contribution / active EE | $225 | $1,832-87.7% | $2,485-90.9% | $2,381-90.6% |
| Participant deferral / active EE | $1,810 | $3,145-42.4% | $3,852-53.0% | $3,470-47.8% |
| Admin fee / account holder | $2,993 | $4,667-35.9% | $6,675-55.2% | $4,888-38.8% |