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 | $17,170 | $101,724-83.1% | $164,813-89.6% | $80,856-78.8% |
| Participation rate | 5.7% | 71.8%-66.2pp | 78.6%-72.9pp | 67.6%-62.0pp |
| Annual return | 4.47% | 16.72%-12.2pp | 69.93%-65.5pp | 35.59%-31.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $306 | $4,477-93.2% | $6,031-94.9% | $4,296-92.9% |
| Admin fee / account holder | $12,700 | $8,227+54.4% | $12,690+0.1% | $6,918+83.6% |