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 | $17,156 | $86,332-80.1% | $125,175-86.3% | $65,185-73.7% |
| Participation rate | 4.9% | 75.3%-70.5pp | 79.8%-74.9pp | 70.2%-65.3pp |
| Annual return | 7.05% | 27.43%-20.4pp | 43.79%-36.7pp | 29.38%-22.3pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $137 | $3,537-96.1% | $4,937-97.2% | $3,514-96.1% |
| Admin fee / account holder | $528 | $609-13.3% | $9,702-94.6% | $847-37.6% |