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 | $6,210 | $48,076-87.1% | $78,689-92.1% | $62,891-90.1% |
| Participation rate | 64.8% | 65.2%-0.4pp | 73.6%-8.8pp | 69.3%-4.5pp |
| Annual return | 0.19% | 31.35%-31.2pp | 62.18%-62.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $477 | $2,015-76.3% | $2,851-83.3% | $2,281-79.1% |
| Participant deferral / active EE | $318 | $2,588-87.7% | $3,517-91.0% | $3,203-90.1% |
| Admin fee / account holder | $899 | $3,207-72.0% | $4,510-80.1% | $4,296-79.1% |