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 | $9,331 | $91,190-89.8% | $178,490-94.8% | $79,858-88.3% |
| Participation rate | 64.5% | 69.2%-4.7pp | 81.9%-17.4pp | 69.6%-5.1pp |
| Annual return | 9.72% | 24.19%-14.5pp | 151.07%-141.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $443 | $3,256-86.4% | $5,011-91.2% | $2,471-82.1% |
| Participant deferral / active EE | $705 | $3,236-78.2% | $5,202-86.5% | $3,740-81.2% |
| Admin fee / account holder | $645 | $6,751-90.4% | $13,984-95.4% | $5,306-87.8% |