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 | $3,621 | $81,248-95.5% | $155,509-97.7% | $80,856-95.5% |
| Participation rate | 35.3% | 66.2%-30.9pp | 78.2%-42.9pp | 67.6%-32.3pp |
| Annual return | 7.50% | 33.31%-25.8pp | 64.67%-57.2pp | 35.59%-28.1pp |
| Employer contribution / active EE | $436 | $3,100-85.9% | $4,672-90.7% | $2,755-84.2% |
| Participant deferral / active EE | $474 | $3,452-86.3% | $5,626-91.6% | $4,296-89.0% |
| Admin fee / account holder | $970 | $7,997-87.9% | $15,912-93.9% | $6,918-86.0% |