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 | $17,538 | $58,512-70.0% | $84,015-79.1% | $72,985-76.0% |
| Participation rate | 32.6% | 61.2%-28.7pp | 69.0%-36.5pp | 69.5%-36.9pp |
| Annual return | 15.49% | 28.93%-13.4pp | 71.31%-55.8pp | 81.00%-65.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $420 | $2,394-82.4% | $3,239-87.0% | $3,607-88.3% |
| Admin fee / account holder | $20,463 | $4,569+347.9% | $6,101+235.4% | $5,124+299.3% |