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 | $10,341 | $159,602-93.5% | $150,045-93.1% | $142,382-92.7% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.3%-44.8pp | 80.1%-42.6pp |
| Annual return | 5.19% | 70.24%-65.0pp | 62.55%-57.4pp | 217.08%-211.9pp |
| Employer contribution / active EE | $1,035 | $4,961-79.1% | $4,693-77.9% | $4,299-75.9% |
| Participant deferral / active EE | $2,406 | $8,310-71.1% | $7,997-69.9% | $6,507-63.0% |
| Admin fee / account holder | $29,492 | $14,846+98.6% | $13,435+119.5% | $12,624+133.6% |