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 | $24,764 | $82,032-69.8% | $123,104-79.9% | $59,632-58.5% |
| Participation rate | 41.0% | 83.2%-42.2pp | 86.8%-45.8pp | 68.7%-27.6pp |
| Annual return | -2.23% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $345 | $3,297-89.5% | $5,151-93.3% | $2,203-84.3% |
| Participant deferral / active EE | $3,813 | $4,667-18.3% | $6,230-38.8% | $3,192+19.5% |
| Admin fee / account holder | $2,069 | $5,881-64.8% | $9,015-77.1% | $4,297-51.9% |