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 | $17,682 | $85,766-79.4% | $136,294-87.0% | $70,131-74.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 12.29% | 31.45%-19.2pp | 5155.94%-5143.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $688 | $2,966-76.8% | $4,695-85.4% | $2,342-70.6% |
| Participant deferral / active EE | $1,559 | $5,051-69.1% | $6,247-75.0% | $3,332-53.2% |
| Admin fee / account holder | $1,109 | $5,420-79.5% | $9,243-88.0% | $4,645-76.1% |