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 | $9,474 | $91,190-89.6% | $178,490-94.7% | $79,858-88.1% |
| Participation rate | 40.0% | 69.2%-29.2pp | 81.9%-41.9pp | 69.6%-29.6pp |
| Annual return | 9.36% | 24.19%-14.8pp | 151.07%-141.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $463 | $3,256-85.8% | $5,011-90.8% | $2,471-81.3% |
| Participant deferral / active EE | $517 | $3,236-84.0% | $5,202-90.1% | $3,740-86.2% |
| Admin fee / account holder | $1,922 | $6,751-71.5% | $13,984-86.3% | $5,306-63.8% |