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 | $77,896-80.5% | $134,172-88.7% | $82,448-81.6% |
| Participation rate | 27.0% | 62.8%-35.8pp | 72.5%-45.4pp | 68.1%-41.0pp |
| Annual return | 9.67% | 18.21%-8.5pp | 25.30%-15.6pp | 41.64%-32.0pp |
| Employer contribution / active EE | $656 | $2,159-69.6% | $3,420-80.8% | $2,551-74.3% |
| Participant deferral / active EE | $830 | $3,162-73.8% | $4,690-82.3% | $4,139-80.0% |
| Admin fee / account holder | $11,241 | $6,336+77.4% | $12,016-6.5% | $7,234+55.4% |