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 | $11,319 | $49,227-77.0% | $70,449-83.9% | $79,858-85.8% |
| Participation rate | 55.2% | 69.2%-14.0pp | 75.1%-19.9pp | 69.6%-14.5pp |
| Annual return | -4.59% | 30.06%-34.7pp | 109.03%-113.6pp | 31.71%-36.3pp |
| Employer contribution / active EE | $1,246 | $2,099-40.6% | $2,737-54.5% | $2,471-49.6% |
| Participant deferral / active EE | $672 | $2,768-75.7% | $3,709-81.9% | $3,740-82.0% |
| Admin fee / account holder | $2,233 | $2,878-22.4% | $3,845-41.9% | $5,306-57.9% |