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 5-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 | $15,174 | $78,926-80.8% | $136,749-88.9% | $84,808-82.1% |
| Participation rate | 27.0% | 62.2%-35.2pp | 72.1%-45.1pp | 68.3%-41.3pp |
| Annual return | 9.67% | 18.17%-8.5pp | 24.33%-14.7pp | 40.90%-31.2pp |
| Employer contribution / active EE | $656 | $2,134-69.3% | $3,400-80.7% | $2,631-75.1% |
| Participant deferral / active EE | $830 | $3,168-73.8% | $4,692-82.3% | $4,212-80.3% |
| Admin fee / account holder | $11,241 | $6,369+76.5% | $11,386-1.3% | $7,344+53.1% |