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 | $8,895 | $85,202-89.6% | $172,739-94.9% | $72,985-87.8% |
| Participation rate | 59.7% | 70.1%-10.4pp | 82.6%-22.9pp | 69.5%-9.8pp |
| Annual return | 1.49% | 27.32%-25.8pp | 802.84%-801.4pp | 81.00%-79.5pp |
| Employer contribution / active EE | $433 | $3,324-87.0% | $5,143-91.6% | $2,440-82.2% |
| Participant deferral / active EE | $601 | $3,260-81.6% | $5,198-88.4% | $3,607-83.4% |
| Admin fee / account holder | $15,506 | $5,884+163.5% | $13,954+11.1% | $5,124+202.6% |