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 | $19,024 | $80,968-76.5% | $96,544-80.3% | $75,163-74.7% |
| Participation rate | 30.8% | 71.8%-41.0pp | 76.0%-45.2pp | 67.2%-36.4pp |
| Annual return | 11.14% | 27.06%-15.9pp | 25.84%-14.7pp | 160.62%-149.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $823 | $3,928-79.1% | $4,851-83.0% | $4,125-80.1% |
| Admin fee / account holder | $301 | $6,724-95.5% | $8,252-96.4% | $5,651-94.7% |