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 | $23,334 | $70,908-67.1% | $98,907-76.4% | $73,488-68.2% |
| Participation rate | 59.0% | 73.8%-14.7pp | 76.0%-17.0pp | 70.7%-11.6pp |
| Annual return | 8.35% | 34.17%-25.8pp | 196.43%-188.1pp | 28.51%-20.2pp |
| Employer contribution / active EE | $141 | $2,036-93.1% | $2,689-94.8% | $2,270-93.8% |
| Participant deferral / active EE | $2,447 | $3,500-30.1% | $4,244-42.3% | $3,740-34.6% |
| Admin fee / account holder | $2,536 | $535+374.1% | $6,642-61.8% | $513+394.3% |