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 | $15,320 | $89,355-82.9% | $141,162-89.1% | $72,985-79.0% |
| Participation rate | 53.4% | 75.1%-21.7pp | 82.5%-29.0pp | 69.5%-16.0pp |
| Annual return | 9.48% | 111.85%-102.4pp | 71.39%-61.9pp | 81.00%-71.5pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,002 | $5,418-81.5% | $6,709-85.1% | $3,607-72.2% |
| Admin fee / account holder | $6,264 | $5,958+5.1% | $10,261-39.0% | $5,124+22.2% |