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 | $12,848 | $85,202-84.9% | $172,739-92.6% | $72,985-82.4% |
| Participation rate | 62.1% | 70.1%-7.9pp | 82.6%-20.5pp | 69.5%-7.4pp |
| Annual return | 1.95% | 27.32%-25.4pp | 802.84%-800.9pp | 81.00%-79.1pp |
| Employer contribution / active EE | $453 | $3,324-86.4% | $5,143-91.2% | $2,440-81.4% |
| Participant deferral / active EE | $715 | $3,260-78.1% | $5,198-86.3% | $3,607-80.2% |
| Admin fee / account holder | $942 | $5,884-84.0% | $13,954-93.2% | $5,124-81.6% |