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 | $10,725 | $70,428-84.8% | $96,562-88.9% | $85,850-87.5% |
| Participation rate | 53.8% | 61.8%-8.0pp | 69.8%-16.0pp | 69.3%-15.5pp |
| Annual return | 10.87% | 18.59%-7.7pp | 37.78%-26.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $605 | $1,413-57.2% | $2,356-74.3% | $2,565-76.4% |
| Participant deferral / active EE | $894 | $2,894-69.1% | $3,849-76.8% | $3,952-77.4% |
| Admin fee / account holder | $4,633 | $4,997-7.3% | $6,181-25.0% | $6,260-26.0% |