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 | $10,702 | $209,411-94.9% | $178,490-94.0% | $158,922-93.3% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 4.97% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,329 | $5,706-76.7% | $5,011-73.5% | $4,761-72.1% |
| Participant deferral / active EE | $1,480 | $5,954-75.1% | $5,202-71.5% | $5,982-75.3% |
| Admin fee / account holder | $2,155 | $17,074-87.4% | $13,984-84.6% | $11,246-80.8% |