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 | $18,415 | $185,822-90.1% | $169,993-89.2% | $139,434-86.8% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 4.60% | 60.50%-55.9pp | 53.37%-48.8pp | 372.94%-368.3pp |
| Employer contribution / active EE | $1,658 | $7,590-78.2% | $6,785-75.6% | $4,751-65.1% |
| Participant deferral / active EE | $2,065 | $11,622-82.2% | $10,408-80.2% | $6,710-69.2% |
| Admin fee / account holder | $1,300 | $15,381-91.5% | $12,815-89.9% | $11,403-88.6% |