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 | $17,253 | $102,317-83.1% | $146,958-88.3% | $80,856-78.7% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.2%-30.7pp | 67.6%-16.2pp |
| Annual return | 9.02% | 134.76%-125.7pp | 418.34%-409.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $916 | $3,713-75.3% | $4,933-81.4% | $2,755-66.7% |
| Participant deferral / active EE | $219 | $6,644-96.7% | $8,070-97.3% | $4,296-94.9% |
| Admin fee / account holder | $659 | $7,941-91.7% | $12,998-94.9% | $6,918-90.5% |