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 | $1,413 | $124,425-98.9% | $112,040-98.7% | $137,256-99.0% |
| Participation rate | 11.1% | 79.3%-68.2pp | 76.5%-65.4pp | 80.0%-68.8pp |
| Annual return | 5.87% | 24.72%-18.8pp | 24.52%-18.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $123 | $5,718-97.8% | $5,098-97.6% | $6,407-98.1% |
| Admin fee / account holder | $6,475 | $15,207-57.4% | $12,098-46.5% | $12,270-47.2% |