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 | $24,666 | $80,968-69.5% | $96,544-74.5% | $75,163-67.2% |
| Participation rate | 45.5% | 71.8%-26.3pp | 76.0%-30.5pp | 67.2%-21.7pp |
| Annual return | 10.83% | 27.06%-16.2pp | 25.84%-15.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $731 | $2,282-68.0% | $2,965-75.3% | $2,670-72.6% |
| Participant deferral / active EE | $1,062 | $3,928-73.0% | $4,851-78.1% | $4,125-74.3% |
| Admin fee / account holder | $3,333 | $6,724-50.4% | $8,252-59.6% | $5,651-41.0% |