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 | $12,642 | $93,571-86.5% | $135,903-90.7% | $75,163-83.2% |
| Participation rate | 65.6% | 75.2%-9.6pp | 81.9%-16.3pp | 67.2%-1.6pp |
| Annual return | 14.28% | 30.90%-16.6pp | 68.23%-54.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $988 | $3,537-72.1% | $4,856-79.7% | $2,670-63.0% |
| Participant deferral / active EE | $211 | $6,404-96.7% | $7,758-97.3% | $4,125-94.9% |
| Admin fee / account holder | $312 | $6,975-95.5% | $10,762-97.1% | $5,651-94.5% |