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 | $23,399 | $102,317-77.1% | $146,958-84.1% | $80,856-71.1% |
| Participation rate | 25.8% | 75.8%-50.0pp | 82.2%-56.3pp | 67.6%-41.8pp |
| Annual return | 10.80% | 134.76%-124.0pp | 418.34%-407.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,025 | $6,644-69.5% | $8,070-74.9% | $4,296-52.9% |
| Admin fee / account holder | $7,585 | $7,941-4.5% | $12,998-41.6% | $6,918+9.6% |