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 | $14,565 | $78,485-81.4% | $106,213-86.3% | $74,495-80.4% |
| Participation rate | 57.7% | 72.8%-15.1pp | 75.3%-17.6pp | 67.2%-9.5pp |
| Annual return | 10.23% | 15.95%-5.7pp | 116.14%-105.9pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $781 | $2,523-69.1% | $3,171-75.4% | $2,623-70.2% |
| Participant deferral / active EE | $1,858 | $4,322-57.0% | $5,016-63.0% | $4,346-57.3% |
| Admin fee / account holder | $3,024 | $2,232+35.5% | $11,033-72.6% | $1,942+55.7% |