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 | $19,769 | $89,355-77.9% | $141,162-86.0% | $72,985-72.9% |
| Participation rate | 59.8% | 75.1%-15.3pp | 82.5%-22.7pp | 69.5%-9.7pp |
| Annual return | 16.24% | 111.85%-95.6pp | 71.39%-55.1pp | 81.00%-64.8pp |
| Employer contribution / active EE | $1,287 | $3,114-58.7% | $4,735-72.8% | $2,440-47.3% |
| Participant deferral / active EE | $2,276 | $5,418-58.0% | $6,709-66.1% | $3,607-36.9% |
| Admin fee / account holder | $3,608 | $5,958-39.5% | $10,261-64.8% | $5,124-29.6% |