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 | $8,550 | $88,087-90.3% | $164,866-94.8% | $74,546-88.5% |
| Participation rate | 30.7% | 73.1%-42.4pp | 78.6%-47.9pp | 67.2%-36.5pp |
| Annual return | 9.71% | 17.27%-7.6pp | 69.97%-60.3pp | 1366.03%-1356.3pp |
| Employer contribution / active EE | $1,065 | $2,595-59.0% | $4,343-75.5% | $2,624-59.4% |
| Participant deferral / active EE | $857 | $4,499-80.9% | $6,033-85.8% | $4,347-80.3% |
| Admin fee / account holder | $17,615 | $2,232+689.3% | $12,689+38.8% | $1,944+806.3% |