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 | $30,049 | $116,875-74.3% | $209,012-85.6% | $116,875-74.3% |
| Participation rate | 45.5% | 74.5%-29.1pp | 77.5%-32.0pp | 74.5%-29.1pp |
| Annual return | 10.78% | 16.29%-5.5pp | 0.31%+10.5pp | 16.29%-5.5pp |
| Employer contribution / active EE | $893 | $3,288-72.8% | $5,342-83.3% | $3,288-72.8% |
| Participant deferral / active EE | $1,009 | $3,885-74.0% | $4,752-78.8% | $3,885-74.0% |
| Admin fee / account holder | $2,675 | $12,263-78.2% | $31,136-91.4% | $12,263-78.2% |