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 | $13,883 | $56,629-75.5% | $77,999-82.2% | $55,167-74.8% |
| Participation rate | 53.1% | 73.3%-20.2pp | 75.5%-22.4pp | 69.0%-15.9pp |
| Annual return | 2.67% | 2866.98%-2864.3pp | 425.96%-423.3pp | 169.23%-166.6pp |
| Employer contribution / active EE | $630 | $1,723-63.4% | $2,470-74.5% | $1,963-67.9% |
| Participant deferral / active EE | $772 | $2,777-72.2% | $3,497-77.9% | $3,054-74.7% |
| Admin fee / account holder | $494 | $467+5.8% | $5,480-91.0% | $504-2.0% |