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 | $25,680 | $125,758-79.6% | $169,993-84.9% | $75,163-65.8% |
| Participation rate | 37.1% | 83.6%-46.4pp | 87.0%-49.9pp | 67.2%-30.0pp |
| Annual return | 13.01% | 27.20%-14.2pp | 53.37%-40.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $833 | $6,837-87.8% | $10,408-92.0% | $4,125-79.8% |
| Admin fee / account holder | $375 | $8,173-95.4% | $12,815-97.1% | $5,651-93.4% |