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.
Participant 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 | $6,218 | $76,552-91.9% | $123,892-95.0% | $62,891-90.1% |
| Participation rate | 58.9% | 73.0%-14.1pp | 81.4%-22.5pp | 69.3%-10.4pp |
| Annual return | -2.39% | 18.68%-21.1pp | 47.52%-49.9pp | 20.14%-22.5pp |
| Employer contribution / active EE | $1,792 | $2,883-37.8% | $4,617-61.2% | $2,281-21.5% |
| Participant deferral / active EE | $1,444 | $4,840-70.2% | $5,984-75.9% | $3,203-54.9% |
| Admin fee / account holder | $534 | $4,826-88.9% | $8,357-93.6% | $4,296-87.6% |