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 | $11,628 | $83,477-86.1% | $125,175-90.7% | $72,985-84.1% |
| Participation rate | 65.6% | 73.3%-7.7pp | 79.8%-14.2pp | 69.5%-3.9pp |
| Annual return | 6.70% | 25.78%-19.1pp | 43.79%-37.1pp | 81.00%-74.3pp |
| Employer contribution / active EE | $1,106 | $2,345-52.8% | $3,865-71.4% | $2,440-54.7% |
| Participant deferral / active EE | $1,606 | $3,585-55.2% | $4,937-67.5% | $3,607-55.5% |
| Admin fee / account holder | $4,853 | $5,517-12.0% | $9,702-50.0% | $5,124-5.3% |