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 | $6,847 | $67,606-89.9% | $82,313-91.7% | $70,131-90.2% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 8.22% | 21.57%-13.3pp | 25.88%-17.7pp | 73.14%-64.9pp |
| Employer contribution / active EE | $496 | $1,755-71.7% | $2,428-79.6% | $2,342-78.8% |
| Participant deferral / active EE | $992 | $2,987-66.8% | $3,706-73.2% | $3,332-70.2% |
| Admin fee / account holder | $18,439 | $4,512+308.7% | $5,608+228.8% | $4,645+296.9% |