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 | $7,550 | $181,894-95.8% | $156,549-95.2% | $273,961-97.2% |
| Participation rate | 9.5% | 88.4%-78.9pp | 84.0%-74.5pp | 83.0%-73.5pp |
| Annual return | -11.33% | 30.74%-42.1pp | 32.23%-43.6pp | 41.45%-52.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $464 | $5,550-91.6% | $4,871-90.5% | $5,287-91.2% |
| Admin fee / account holder | $20,775 | $15,559+33.5% | $13,027+59.5% | $10,132+105.0% |