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 | $14,020 | $96,557-85.5% | $80,975-82.7% | $273,961-94.9% |
| Participation rate | 26.3% | 79.1%-52.8pp | 75.8%-49.5pp | 83.0%-56.7pp |
| Annual return | 1.42% | 15.14%-13.7pp | 17.10%-15.7pp | 41.45%-40.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,493 | $6,598-77.4% | $5,696-73.8% | $5,287-71.8% |
| Admin fee / account holder | $526 | $7,492-93.0% | $5,516-90.5% | $10,132-94.8% |