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 3-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 | $17,496 | $102,317-82.9% | $146,958-88.1% | $80,856-78.4% |
| Participation rate | 24.1% | 75.8%-51.8pp | 82.2%-58.1pp | 67.6%-43.6pp |
| Annual return | 7.90% | 134.76%-126.9pp | 418.34%-410.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,772 | $6,644-58.3% | $8,070-65.6% | $4,296-35.5% |
| Admin fee / account holder | $3,654 | $7,941-54.0% | $12,998-71.9% | $6,918-47.2% |