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 | $15,518 | $93,571-83.4% | $135,903-88.6% | $75,163-79.4% |
| Participation rate | 45.8% | 75.2%-29.3pp | 81.9%-36.1pp | 67.2%-21.4pp |
| Annual return | 14.48% | 30.90%-16.4pp | 68.23%-53.8pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,207 | $3,537-65.9% | $4,856-75.1% | $2,670-54.8% |
| Participant deferral / active EE | $2,140 | $6,404-66.6% | $7,758-72.4% | $4,125-48.1% |
| Admin fee / account holder | $6,398 | $6,975-8.3% | $10,762-40.5% | $5,651+13.2% |